CWM
VOX icon

Concert Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-665
Closed -$60K – 917
2016
Q3 		$60K Buy
+665
New +$64.5K 0.01% 802
2013
Q4 		– Sell
-3,192
Closed -$258K – 573
2013
Q3 		$258K Sell
3,192
-798
-20% -$64.6K 0.04% 406
2013
Q2 		$312K Buy
+3,990
New +$313K 0.05% 332

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's VOX Position: Q4 2016 in Review

Concert Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2016, closing a stake of 665 shares — an estimated $60K sold.

Concert Wealth Management first reported a position in VOX in Q2 2013 and held it in 3 quarters. The position peaked at $312K in Q2 2013. 151 funds tracked by Wall St. Rank hold VOX as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 665 Vanguard Communication Services ETF shares in Q4 2016, an estimated $60K.
  • Concert Wealth Management first reported a position in Vanguard Communication Services ETF in Q2 2013 and held it in 3 quarters.
  • Concert Wealth Management's Vanguard Communication Services ETF position peaked at $312K in Q2 2013.
  • 151 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.