EWM
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Evercore Wealth Management’s Vodafone VOD Stock Holding History

Evercore 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
2015
Q4 		– Sell
-15,703
Closed -$499K – 1071
2015
Q3 		$499K Sell
15,703
-2,350
-13% -$83.6K 0.02% 255
2015
Q2 		$659K Sell
18,053
-304
-2% -$11K 0.03% 242
2015
Q1 		$598K Buy
18,357
+1,540
+9% +$52.9K 0.03% 247
2014
Q4 		$575K Sell
16,817
-9,731
-37% -$328K 0.03% 223
2014
Q3 		$875K Sell
26,548
-2,662
-9% -$88.8K 0.04% 194
2014
Q2 		$979K Buy
29,210
+425
+1% +$15K 0.05% 191
2014
Q1 		$1.06M Sell
28,785
-22,680
-44% -$874K 0.06% 181
2013
Q4 		$2.06M Sell
51,465
-24,308
-32% -$915K 0.11% 136
2013
Q3 		$2.72M Sell
75,773
-1,623
-2% -$51.3K 0.16% 140
2013
Q2 		$2.27M Buy
+77,396
New +$2.31M 0.13% 151

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Evercore Wealth Management's VOD Position: Q4 2015 in Review

Evercore Wealth Management sold out of Vodafone (VOD) in Q4 2015, closing a stake of 15,703 shares — an estimated $499K sold.

Evercore Wealth Management first reported a position in VOD in Q2 2013 and held it in 10 quarters. The position peaked at $2.72M in Q3 2013. 620 funds tracked by Wall St. Rank hold VOD as of Q4 2015.

  • Evercore Wealth Management reported no remaining Vodafone position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 15,703 Vodafone shares in Q4 2015, an estimated $499K.
  • Evercore Wealth Management first reported a position in Vodafone in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's Vodafone position peaked at $2.72M in Q3 2013.
  • 620 funds tracked by Wall St. Rank held Vodafone as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.