JIC
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Joel Isaacson & Co’s Vodafone VOD Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-3,138
Closed -$77K – 525
2016
Q4 		$77K Hold
3,138
– – 0.02% 253
2016
Q3 		$91K Sell
3,138
-524
-14% -$16K 0.02% 249
2016
Q2 		$113K Buy
3,662
+427
+13% +$13.9K 0.02% 219
2016
Q1 		$104K Buy
3,235
+133
+4% +$4.14K 0.02% 237
2015
Q4 		$100K Hold
3,102
– – 0.02% 232
2015
Q3 		$98K Sell
3,102
-11
-0.4% -$391 0.03% 232
2015
Q2 		$113K Sell
3,113
-417
-12% -$15K 0.03% 238
2015
Q1 		$115K Buy
3,530
+240
+7% +$8.25K 0.03% 235
2014
Q4 		$112K Hold
3,290
– – 0.03% 221
2014
Q3 		$108K Sell
3,290
-1,090
-25% -$36.3K 0.03% 196
2014
Q2 		$146K Buy
4,380
+15
+0.3% +$531 0.05% 163
2014
Q1 		$161K Sell
4,365
-3,489
-44% -$134K 0.05% 145
2013
Q4 		$315K Hold
7,854
– – 0.11% 79
2013
Q3 		$282K Sell
7,854
-3,924
-33% -$124K 0.12% 78
2013
Q2 		$345K Buy
+11,778
New +$351K 0.16% 64

Other funds holding VOD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Joel Isaacson & Co's VOD Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Vodafone (VOD) in Q1 2017, closing a stake of 3,138 shares — an estimated $77K sold.

Joel Isaacson & Co first reported a position in VOD in Q2 2013 and held it in 15 quarters. The position peaked at $345K in Q2 2013. 616 funds tracked by Wall St. Rank hold VOD as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Vodafone position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 3,138 Vodafone shares in Q1 2017, an estimated $77K.
  • Joel Isaacson & Co first reported a position in Vodafone in Q2 2013 and held it in 15 quarters.
  • Joel Isaacson & Co's Vodafone position peaked at $345K in Q2 2013.
  • 616 funds tracked by Wall St. Rank held Vodafone as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.