CMBA
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C.M. Bidwell & Associates’s Vanguard Communication Services ETF VOX Stock Holding History

C.M. Bidwell & Associates’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-240
Closed -$22K – 453
2017
Q3 		$22K Sell
240
-10
-4% -$923 0.03% 192
2017
Q2 		$23K Buy
+250
New +$23.7K ﹤0.01% 218

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

C.M. Bidwell & Associates's VOX Position: Q4 2017 in Review

C.M. Bidwell & Associates sold out of Vanguard Communication Services ETF (VOX) in Q4 2017, closing a stake of 240 shares — an estimated $22K sold.

C.M. Bidwell & Associates first reported a position in VOX in Q2 2017 and held it in 2 quarters. The position peaked at $23K in Q2 2017. 175 funds tracked by Wall St. Rank hold VOX as of Q4 2017.

  • C.M. Bidwell & Associates reported no remaining Vanguard Communication Services ETF position as of Q4 2017 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 240 Vanguard Communication Services ETF shares in Q4 2017, an estimated $22K.
  • C.M. Bidwell & Associates first reported a position in Vanguard Communication Services ETF in Q2 2017 and held it in 2 quarters.
  • C.M. Bidwell & Associates's Vanguard Communication Services ETF position peaked at $23K in Q2 2017.
  • 175 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2017.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2017, filed 2 Feb 2018.