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Linscomb Wealth’s Vodafone VOD Stock Holding History

Linscomb Wealth’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
-6,913
Closed -$231K – 286
2014
Q2 		$231K Sell
6,913
-3,704
-35% -$131K 0.02% 250
2014
Q1 		$391K Sell
10,617
-9,233
-47% -$356K 0.04% 187
2013
Q4 		$795K Sell
19,850
-1,059
-5% -$39.8K 0.1% 117
2013
Q3 		$750K Buy
20,909
+929
+5% +$29.4K 0.1% 111
2013
Q2 		$585K Buy
+19,980
New +$596K 0.08% 127

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

Linscomb Wealth's VOD Position: Q3 2014 in Review

Linscomb Wealth sold out of Vodafone (VOD) in Q3 2014, closing a stake of 6,913 shares — an estimated $231K sold.

Linscomb Wealth first reported a position in VOD in Q2 2013 and held it in 5 quarters. The position peaked at $795K in Q4 2013. 656 funds tracked by Wall St. Rank hold VOD as of Q3 2014.

  • Linscomb Wealth reported no remaining Vodafone position as of Q3 2014 after selling out during the quarter.
  • Linscomb Wealth sold 6,913 Vodafone shares in Q3 2014, an estimated $231K.
  • Linscomb Wealth first reported a position in Vodafone in Q2 2013 and held it in 5 quarters.
  • Linscomb Wealth's Vodafone position peaked at $795K in Q4 2013.
  • 656 funds tracked by Wall St. Rank held Vodafone as of Q3 2014.

Based on Linscomb Wealth's 13F filing for Q3 2014, filed 5 Nov 2014.