CPP
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Crow Point Partners’s Vanguard Communication Services ETF VOX Stock Holding History

Crow Point Partners’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
-205
Closed -$19K – 288
2017
Q3 		$19K Buy
+205
New +$18.9K ﹤0.01% 217

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

Crow Point Partners's VOX Position: Q4 2017 in Review

Crow Point Partners sold out of Vanguard Communication Services ETF (VOX) in Q4 2017, closing a stake of 205 shares — an estimated $19K sold.

Crow Point Partners first reported a position in VOX in Q3 2017 and held it in 1 quarter. The position peaked at $19K in Q3 2017. 175 funds tracked by Wall St. Rank hold VOX as of Q4 2017.

  • Crow Point Partners reported no remaining Vanguard Communication Services ETF position as of Q4 2017 after selling out during the quarter.
  • Crow Point Partners sold 205 Vanguard Communication Services ETF shares in Q4 2017, an estimated $19K.
  • Crow Point Partners first reported a position in Vanguard Communication Services ETF in Q3 2017 and held it in 1 quarter.
  • Crow Point Partners's Vanguard Communication Services ETF position peaked at $19K in Q3 2017.
  • 175 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2017.

Based on Crow Point Partners's 13F filing for Q4 2017, filed 10 Jan 2018.