Institute for Wealth Management’s Vodafone VOD Stock Holding History

Institute for Wealth Management’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
2018 Q2	–	Sell	-7,055	Closed	-$204K	–	250
2018 Q1	$204K	Buy	+7,055	New	+$210K	0.06%	251
2017 Q4	–	Sell	-7,848	Closed	-$223K	–	421
2017 Q3	$223K	Buy	7,848 +430	+6%	+$12.4K	0.07%	241
2017 Q2	$213K	Buy	+7,418	New	+$206K	0.06%	369
2013 Q3	–	Sell	-17	Closed	–	–	118
2013 Q2	$0	Buy	+17	New	+$507	﹤0.01%	122

Other funds holding VOD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institute for Wealth Management's VOD Position: Q2 2018 in Review

Institute for Wealth Management sold out of Vodafone (VOD) in Q2 2018, closing a stake of 7,055 shares — an estimated $204K sold.

Institute for Wealth Management first reported a position in VOD in Q2 2013 and held it in 4 quarters. The position peaked at $223K in Q3 2017. 663 funds tracked by Wall St. Rank hold VOD as of Q2 2018.

Institute for Wealth Management reported no remaining Vodafone position as of Q2 2018 after selling out during the quarter.
Institute for Wealth Management sold 7,055 Vodafone shares in Q2 2018, an estimated $204K.
Institute for Wealth Management first reported a position in Vodafone in Q2 2013 and held it in 4 quarters.
Institute for Wealth Management's Vodafone position peaked at $223K in Q3 2017.
663 funds tracked by Wall St. Rank held Vodafone as of Q2 2018.

Based on Institute for Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.