EFS
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Essex Financial Services’s Vodafone VOD Stock Holding History

Essex Financial 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
Q1 		– Sell
-6,859
Closed -$219K – 369
2017
Q4 		$219K Buy
+6,859
New +$206K 0.05% 251
2017
Q3 		– Sell
-7,137
Closed -$205K – 347
2017
Q2 		$205K Sell
7,137
-2,630
-27% -$73.2K 0.04% 327
2017
Q1 		$258K Buy
9,767
+744
+8% +$19K 0.06% 274
2016
Q4 		$220K Sell
9,023
-419
-4% -$11K 0.05% 292
2016
Q3 		$275K Sell
9,442
-794
-8% -$24.2K 0.07% 252
2016
Q2 		$316K Hold
10,236
– – 0.08% 230
2016
Q1 		$328K Sell
10,236
-69
-0.7% -$2.15K 0.08% 225
2015
Q4 		$332K Sell
10,305
-968
-9% -$31.6K 0.08% 218
2015
Q3 		$358K Sell
11,273
-925
-8% -$32.9K 0.09% 214
2015
Q2 		$445K Sell
12,198
-262
-2% -$9.44K 0.11% 192
2015
Q1 		$407K Sell
12,460
-30
-0.2% -$1.03K 0.1% 203
2014
Q4 		$427K Sell
12,490
-304
-2% -$10.2K 0.11% 195
2014
Q3 		$421K Sell
12,794
-453
-3% -$15.1K 0.13% 185
2014
Q2 		$442K Sell
13,247
-1,872
-12% -$66.3K 0.13% 178
2014
Q1 		$557K Sell
15,119
-10,479
-41% -$404K 0.18% 129
2013
Q4 		$1.03M Sell
25,598
-1,518
-6% -$57.1K 0.35% 74
2013
Q3 		$972 Sell
27,116
-2,657
-9% -$84K 0.31% 71
2013
Q2 		$872K Buy
+29,773
New +$888K 0.3% 79

Other funds holding VOD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Essex Financial Services's VOD Position: Q1 2018 in Review

Essex Financial Services sold out of Vodafone (VOD) in Q1 2018, closing a stake of 6,859 shares — an estimated $219K sold.

Essex Financial Services first reported a position in VOD in Q2 2013 and held it in 18 quarters. The position peaked at $1.03M in Q4 2013. 699 funds tracked by Wall St. Rank hold VOD as of Q1 2018.

  • Essex Financial Services reported no remaining Vodafone position as of Q1 2018 after selling out during the quarter.
  • Essex Financial Services sold 6,859 Vodafone shares in Q1 2018, an estimated $219K.
  • Essex Financial Services first reported a position in Vodafone in Q2 2013 and held it in 18 quarters.
  • Essex Financial Services's Vodafone position peaked at $1.03M in Q4 2013.
  • 699 funds tracked by Wall St. Rank held Vodafone as of Q1 2018.

Based on Essex Financial Services's 13F filing for Q1 2018, filed 3 May 2018.