Gary Goldberg Planning Services’s Vodafone VOD Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$3.25M	Sell	95,064 -91,076	-49%	-$3.07M	1.36%	21
2014 Q3	$6.12M	Buy	186,140 +69,635	+60%	+$2.32M	2.55%	13
2014 Q2	$3.89M	Buy	116,505 +56,493	+94%	+$2M	1.71%	20
2014 Q1	$2.21M	Sell	60,012 -32,801	-35%	-$1.26M	1.08%	26
2013 Q4	$3.72M	Buy	92,813 +25,736	+38%	+$968K	2.16%	16
2013 Q3	$2.4M	Buy	67,077 +65,521	+4,211%	+$2.07M	1.46%	20
2013 Q2	$46K	Buy	+1,556	New	+$46.4K	0.03%	193

Other funds holding VOD

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gary Goldberg Planning Services's VOD Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Vodafone (VOD) stake by 49% in Q4 2014, selling an estimated $3.07M and leaving 95,064 shares worth $3.25M. The position accounts for 1.36% of the portfolio, ranked #21.

Gary Goldberg Planning Services first reported a position in VOD in Q2 2013 and has held it in 7 quarters since. The position peaked at $6.12M in Q3 2014. 644 funds tracked by Wall St. Rank hold VOD as of Q4 2014.

Gary Goldberg Planning Services held 95,064 shares of Vodafone worth $3.25M as of Q4 2014.
Gary Goldberg Planning Services sold 91,076 Vodafone shares in Q4 2014, an estimated $3.07M.
Vodafone made up 1.36% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #21 holding.
Gary Goldberg Planning Services first reported a position in Vodafone in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Vodafone position peaked at $6.12M in Q3 2014.
644 funds tracked by Wall St. Rank held Vodafone as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.