EWM
VOX icon

Evercore Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Evercore Wealth Management’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
2018
Q1 		– Sell
-75
Closed -$7K – 784
2017
Q4 		$7K Hold
75
– – ﹤0.01% 839
2017
Q3 		$7K Hold
75
– – ﹤0.01% 821
2017
Q2 		$7K Hold
75
– – ﹤0.01% 867
2017
Q1 		$7K Hold
75
– – ﹤0.01% 862
2016
Q4 		$8K Hold
75
– – ﹤0.01% 846
2016
Q3 		$7K Hold
75
– – ﹤0.01% 907
2016
Q2 		$7K Hold
75
– – ﹤0.01% 888
2016
Q1 		$7K Hold
75
– – ﹤0.01% 836
2015
Q4 		$6K Hold
75
– – ﹤0.01% 905
2015
Q3 		$6K Hold
75
– – ﹤0.01% 881
2015
Q2 		$7K Hold
75
– – ﹤0.01% 966
2015
Q1 		$6K Buy
+75
New +$6.5K ﹤0.01% 923
2014
Q4 		– Sell
-75
Closed -$7K – 994
2014
Q3 		$7K Hold
75
– – ﹤0.01% 849
2014
Q2 		$7K Sell
75
-25
-25% -$2.15K ﹤0.01% 878
2014
Q1 		$8K Sell
100
-230
-70% -$18.9K ﹤0.01% 836
2013
Q4 		$27K Hold
330
– – ﹤0.01% 645
2013
Q3 		$27K Buy
330
+60
+22% +$4.86K ﹤0.01% 638
2013
Q2 		$21K Buy
+270
New +$21.2K ﹤0.01% 659

Other funds holding VOX

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evercore Wealth Management's VOX Position: Q1 2018 in Review

Evercore Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q1 2018, closing a stake of 75 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in VOX in Q2 2013 and held it in 18 quarters. The position peaked at $27K in Q4 2013. 169 funds tracked by Wall St. Rank hold VOX as of Q1 2018.

  • Evercore Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 75 Vanguard Communication Services ETF shares in Q1 2018, an estimated $7K.
  • Evercore Wealth Management first reported a position in Vanguard Communication Services ETF in Q2 2013 and held it in 18 quarters.
  • Evercore Wealth Management's Vanguard Communication Services ETF position peaked at $27K in Q4 2013.
  • 169 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.