Independence Trust’s Vodafone VOD Stock Holding History

Independence Trust’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 Q3	–	Sell	-8,006	Closed	-$292K	–	125
2015 Q2	$292K	Buy	+8,006	New	+$288K	0.2%	87
2014 Q1	–	Sell	-8,922	Closed	-$358K	–	115
2013 Q4	$358K	Sell	8,922 -6,102	-41%	-$230K	0.24%	68
2013 Q3	$539K	Hold	15,024	–	–	0.4%	41
2013 Q2	$440K	Buy	+15,024	New	+$448K	0.32%	51

Other funds holding VOD

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Independence Trust's VOD Position: Q3 2015 in Review

Independence Trust sold out of Vodafone (VOD) in Q3 2015, closing a stake of 8,006 shares — an estimated $292K sold.

Independence Trust first reported a position in VOD in Q2 2013 and held it in 4 quarters. The position peaked at $539K in Q3 2013. 614 funds tracked by Wall St. Rank hold VOD as of Q3 2015.

Independence Trust reported no remaining Vodafone position as of Q3 2015 after selling out during the quarter.
Independence Trust sold 8,006 Vodafone shares in Q3 2015, an estimated $292K.
Independence Trust first reported a position in Vodafone in Q2 2013 and held it in 4 quarters.
Independence Trust's Vodafone position peaked at $539K in Q3 2013.
614 funds tracked by Wall St. Rank held Vodafone as of Q3 2015.

Based on Independence Trust's 13F filing for Q3 2015, filed 16 Oct 2015.