FIM
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Fernwood Investment Management’s Vanguard Communication Services ETF VOX Stock Holding History

Fernwood Investment 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
2019
Q4 		– Sell
-6,732
Closed -$584K – 191
2019
Q3 		$584K Buy
+6,732
New +$593K 0.29% 93

Other funds holding VOX

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Fernwood Investment Management's VOX Position: Q4 2019 in Review

Fernwood Investment Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2019, closing a stake of 6,732 shares — an estimated $584K sold.

Fernwood Investment Management first reported a position in VOX in Q3 2019 and held it in 1 quarter. The position peaked at $584K in Q3 2019. 232 funds tracked by Wall St. Rank hold VOX as of Q4 2019.

  • Fernwood Investment Management reported no remaining Vanguard Communication Services ETF position as of Q4 2019 after selling out during the quarter.
  • Fernwood Investment Management sold 6,732 Vanguard Communication Services ETF shares in Q4 2019, an estimated $584K.
  • Fernwood Investment Management first reported a position in Vanguard Communication Services ETF in Q3 2019 and held it in 1 quarter.
  • Fernwood Investment Management's Vanguard Communication Services ETF position peaked at $584K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2019.

Based on Fernwood Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.