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Cypress Wealth Services’s Vodafone VOD Stock Holding History

Cypress Wealth Services’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
2018
Q2 		– Sell
-8,186
Closed -$228K – 235
2018
Q1 		$228K Hold
8,186
– – 0.1% 170
2017
Q4 		$261K Buy
+8,186
New +$245K 0.11% 159

Other funds holding VOD

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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cypress Wealth Services's VOD Position: Q2 2018 in Review

Cypress Wealth Services sold out of Vodafone (VOD) in Q2 2018, closing a stake of 8,186 shares — an estimated $228K sold.

Cypress Wealth Services first reported a position in VOD in Q4 2017 and held it in 2 quarters. The position peaked at $261K in Q4 2017. 663 funds tracked by Wall St. Rank hold VOD as of Q2 2018.

  • Cypress Wealth Services reported no remaining Vodafone position as of Q2 2018 after selling out during the quarter.
  • Cypress Wealth Services sold 8,186 Vodafone shares in Q2 2018, an estimated $228K.
  • Cypress Wealth Services first reported a position in Vodafone in Q4 2017 and held it in 2 quarters.
  • Cypress Wealth Services's Vodafone position peaked at $261K in Q4 2017.
  • 663 funds tracked by Wall St. Rank held Vodafone as of Q2 2018.

Based on Cypress Wealth Services's 13F filing for Q2 2018, filed 6 Aug 2018.