EDRS
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Edmond de Rothschild (Suisse)’s Vanguard Communication Services ETF VOX Stock Holding History

Edmond de Rothschild (Suisse)’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
Q3 		– Sell
-50
Closed -$5K – 486
2016
Q2 		$5K Buy
+50
New +$4.64K ﹤0.01% 407

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

Edmond de Rothschild (Suisse)'s VOX Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) sold out of Vanguard Communication Services ETF (VOX) in Q3 2016, closing a stake of 50 shares — an estimated $5K sold.

Edmond de Rothschild (Suisse) first reported a position in VOX in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 144 funds tracked by Wall St. Rank hold VOX as of Q3 2016.

  • Edmond de Rothschild (Suisse) reported no remaining Vanguard Communication Services ETF position as of Q3 2016 after selling out during the quarter.
  • Edmond de Rothschild (Suisse) sold 50 Vanguard Communication Services ETF shares in Q3 2016, an estimated $5K.
  • Edmond de Rothschild (Suisse) first reported a position in Vanguard Communication Services ETF in Q2 2016 and held it in 1 quarter.
  • Edmond de Rothschild (Suisse)'s Vanguard Communication Services ETF position peaked at $5K in Q2 2016.
  • 144 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.