EWM
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Elite Wealth Management’s Vodafone VOD Stock Holding History

Elite Wealth Management’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
2014
Q4 		– Sell
-679
Closed -$22K – 444
2014
Q3 		$22K Sell
679
-400
-37% -$13.3K 0.02% 183
2014
Q2 		$36K Buy
1,079
+400
+59% +$14.2K 0.04% 127
2014
Q1 		$25K Sell
679
-2,032
-75% -$78.3K 0.02% 175
2013
Q4 		$109K Buy
2,711
+361
+15% +$13.6K 0.08% 100
2013
Q3 		$84K Buy
2,350
+1,292
+122% +$40.8K 0.07% 131
2013
Q2 		$31K Buy
+1,058
New +$31.6K 0.05% 150

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elite Wealth Management's VOD Position: Q4 2014 in Review

Elite Wealth Management sold out of Vodafone (VOD) in Q4 2014, closing a stake of 679 shares — an estimated $22K sold.

Elite Wealth Management first reported a position in VOD in Q2 2013 and held it in 6 quarters. The position peaked at $109K in Q4 2013. 644 funds tracked by Wall St. Rank hold VOD as of Q4 2014.

  • Elite Wealth Management reported no remaining Vodafone position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 679 Vodafone shares in Q4 2014, an estimated $22K.
  • Elite Wealth Management first reported a position in Vodafone in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's Vodafone position peaked at $109K in Q4 2013.
  • 644 funds tracked by Wall St. Rank held Vodafone as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.