Lipe & Dalton’s Vodafone VOD Stock Holding History

Lipe & Dalton’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 Q1	–	Sell	-144,751	Closed	-$5.8M	–	60
2013 Q4	$5.8M	Sell	144,751 -8,520	-6%	-$321K	3.96%	4
2013 Q3	$5.5M	Buy	153,271 +6,990	+5%	+$221K	4.03%	5
2013 Q2	$4.29M	Buy	+146,281	New	+$4.36M	3.56%	11

Other funds holding VOD

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCM

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lipe & Dalton's VOD Position: Q1 2014 in Review

Lipe & Dalton sold out of Vodafone (VOD) in Q1 2014, closing a stake of 144,751 shares — an estimated $5.8M sold.

Lipe & Dalton first reported a position in VOD in Q2 2013 and held it in 3 quarters. The position peaked at $5.8M in Q4 2013. 752 funds tracked by Wall St. Rank hold VOD as of Q1 2014.

Lipe & Dalton reported no remaining Vodafone position as of Q1 2014 after selling out during the quarter.
Lipe & Dalton sold 144,751 Vodafone shares in Q1 2014, an estimated $5.8M.
Lipe & Dalton first reported a position in Vodafone in Q2 2013 and held it in 3 quarters.
Lipe & Dalton's Vodafone position peaked at $5.8M in Q4 2013.
752 funds tracked by Wall St. Rank held Vodafone as of Q1 2014.

Based on Lipe & Dalton's 13F filing for Q1 2014, filed 14 May 2014.