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Kelleher Financial Advisors’s Vodafone VOD Stock Holding History

Kelleher Financial Advisors’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
2014
Q3 		– Sell
-8,063
Closed -$269K – 116
2014
Q2 		$269K Hold
8,063
– – 0.14% 94
2014
Q1 		$296K Sell
8,063
-7,046
-47% -$272K 0.16% 88
2013
Q4 		$605K Sell
15,109
-1,619
-10% -$60.9K 0.31% 55
2013
Q3 		$600K Sell
16,728
-491
-3% -$15.5K 0.34% 55
2013
Q2 		$505K Buy
+17,219
New +$514K 0.31% 59

Other funds holding VOD

PC
Paulson & Co New York $3.11B AUM 94.93% 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kelleher Financial Advisors's VOD Position: Q3 2014 in Review

Kelleher Financial Advisors sold out of Vodafone (VOD) in Q3 2014, closing a stake of 8,063 shares — an estimated $269K sold.

Kelleher Financial Advisors first reported a position in VOD in Q2 2013 and held it in 5 quarters. The position peaked at $605K in Q4 2013. 656 funds tracked by Wall St. Rank hold VOD as of Q3 2014.

  • Kelleher Financial Advisors reported no remaining Vodafone position as of Q3 2014 after selling out during the quarter.
  • Kelleher Financial Advisors sold 8,063 Vodafone shares in Q3 2014, an estimated $269K.
  • Kelleher Financial Advisors first reported a position in Vodafone in Q2 2013 and held it in 5 quarters.
  • Kelleher Financial Advisors's Vodafone position peaked at $605K in Q4 2013.
  • 656 funds tracked by Wall St. Rank held Vodafone as of Q3 2014.

Based on Kelleher Financial Advisors's 13F filing for Q3 2014, filed 7 Nov 2014.