FPFS
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First Personal Financial Services’s Vanguard Communication Services ETF VOX Stock Holding History

First Personal Financial Services’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
2016
Q2 		– Sell
-45
Closed -$4K – 835
2016
Q1 		$4K Buy
+45
New +$3.87K ﹤0.01% 294

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

First Personal Financial Services's VOX Position: Q2 2016 in Review

First Personal Financial Services sold out of Vanguard Communication Services ETF (VOX) in Q2 2016, closing a stake of 45 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in VOX in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 155 funds tracked by Wall St. Rank hold VOX as of Q2 2016.

  • First Personal Financial Services reported no remaining Vanguard Communication Services ETF position as of Q2 2016 after selling out during the quarter.
  • First Personal Financial Services sold 45 Vanguard Communication Services ETF shares in Q2 2016, an estimated $4K.
  • First Personal Financial Services first reported a position in Vanguard Communication Services ETF in Q1 2016 and held it in 1 quarter.
  • First Personal Financial Services's Vanguard Communication Services ETF position peaked at $4K in Q1 2016.
  • 155 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2016.

Based on First Personal Financial Services's 13F filing for Q2 2016, filed 9 Aug 2016.