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KCS Wealth Advisory’s Vodafone VOD Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-866
Closed -$17.2K – 394
2019
Q3 		$17.2K Buy
+866
New +$15.7K 0.01% 313
2018
Q1 		– Sell
-6,666
Closed -$213K – 183
2017
Q4 		$213K Buy
+6,666
New +$200K 0.21% 152

Other funds holding VOD

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCS Wealth Advisory's VOD Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Vodafone (VOD) in Q4 2019, closing a stake of 866 shares — an estimated $17.2K sold.

KCS Wealth Advisory first reported a position in VOD in Q4 2017 and held it in 2 quarters. The position peaked at $213K in Q4 2017. 559 funds tracked by Wall St. Rank hold VOD as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Vodafone position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 866 Vodafone shares in Q4 2019, an estimated $17.2K.
  • KCS Wealth Advisory first reported a position in Vodafone in Q4 2017 and held it in 2 quarters.
  • KCS Wealth Advisory's Vodafone position peaked at $213K in Q4 2017.
  • 559 funds tracked by Wall St. Rank held Vodafone as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.