JWA
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JFS Wealth Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

JFS Wealth Advisors’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
2018
Q1 		– Sell
-4
Closed – – 572
2017
Q4 		$0 Buy
+4
New +$360 ﹤0.01% 557
2016
Q4 		– Sell
-254
Closed -$24K – 491
2016
Q3 		$24K Buy
+254
New +$24.6K 0.01% 305

Other funds holding VOX

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

JFS Wealth Advisors's VOX Position: Q1 2018 in Review

JFS Wealth Advisors sold out of Vanguard Communication Services ETF (VOX) in Q1 2018, closing a stake of 4 shares.

JFS Wealth Advisors first reported a position in VOX in Q3 2016 and held it in 2 quarters. The position peaked at $24K in Q3 2016. 169 funds tracked by Wall St. Rank hold VOX as of Q1 2018.

  • JFS Wealth Advisors reported no remaining Vanguard Communication Services ETF position as of Q1 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 4 Vanguard Communication Services ETF shares in Q1 2018.
  • JFS Wealth Advisors first reported a position in Vanguard Communication Services ETF in Q3 2016 and held it in 2 quarters.
  • JFS Wealth Advisors's Vanguard Communication Services ETF position peaked at $24K in Q3 2016.
  • 169 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2018.

Based on JFS Wealth Advisors's 13F filing for Q1 2018, filed 26 Apr 2018.