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Capital Planning Advisors’s Vodafone VOD Stock Holding History

Capital Planning Advisors’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-9,897
Closed -$314K – 112
2015
Q3 		$314K Hold
9,897
– – 0.21% 79
2015
Q2 		$361K Hold
9,897
– – 0.21% 80
2015
Q1 		$323K Buy
9,897
+929
+10% +$31.9K 0.23% 76
2014
Q4 		$306K Buy
+8,968
New +$302K 0.27% 71

Other funds holding VOD

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Planning Advisors's VOD Position: Q4 2015 in Review

Capital Planning Advisors sold out of Vodafone (VOD) in Q4 2015, closing a stake of 9,897 shares — an estimated $314K sold.

Capital Planning Advisors first reported a position in VOD in Q4 2014 and held it in 4 quarters. The position peaked at $361K in Q2 2015. 620 funds tracked by Wall St. Rank hold VOD as of Q4 2015.

  • Capital Planning Advisors reported no remaining Vodafone position as of Q4 2015 after selling out during the quarter.
  • Capital Planning Advisors sold 9,897 Vodafone shares in Q4 2015, an estimated $314K.
  • Capital Planning Advisors first reported a position in Vodafone in Q4 2014 and held it in 4 quarters.
  • Capital Planning Advisors's Vodafone position peaked at $361K in Q2 2015.
  • 620 funds tracked by Wall St. Rank held Vodafone as of Q4 2015.

Based on Capital Planning Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.