Mark Sheptoff Financial Planning’s Vodafone VOD Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-981	Closed	-$16K	–	394
2019 Q2	$16K	Hold	981	–	–	0.01%	229
2019 Q1	$18K	Buy	981 +600	+157%	+$11.1K	0.01%	216
2018 Q4	$7K	Hold	381	–	–	0.01%	265
2018 Q3	$8K	Hold	381	–	–	0.01%	306
2018 Q2	$9K	Sell	381 -800	-68%	-$21.8K	0.01%	292
2018 Q1	$33K	Buy	1,181 +881	+294%	+$26.2K	0.02%	195
2017 Q4	$10K	Sell	300 -200	-40%	-$5.99K	0.01%	285
2017 Q3	$14K	Hold	500	–	–	0.01%	264
2017 Q2	$14K	Sell	500 -1	-0.2%	-$28	0.01%	258
2017 Q1	$13K	Buy	+501	New	+$12.8K	0.01%	264
2015 Q1	–	Sell	-545	Closed	-$19K	–	347
2014 Q4	$19K	Hold	545	–	–	0.02%	223
2014 Q3	$18K	Sell	545 -209	-28%	-$6.97K	0.02%	235
2014 Q2	$25K	Sell	754 -218	-22%	-$7.72K	0.02%	214
2014 Q1	$36K	Buy	+972	New	+$37.5K	0.03%	204

Other funds holding VOD

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's VOD Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of Vodafone (VOD) in Q3 2019, closing a stake of 981 shares — an estimated $16K sold.

Mark Sheptoff Financial Planning first reported a position in VOD in Q1 2014 and held it in 14 quarters. The position peaked at $36K in Q1 2014. 520 funds tracked by Wall St. Rank hold VOD as of Q3 2019.

Mark Sheptoff Financial Planning reported no remaining Vodafone position as of Q3 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 981 Vodafone shares in Q3 2019, an estimated $16K.
Mark Sheptoff Financial Planning first reported a position in Vodafone in Q1 2014 and held it in 14 quarters.
Mark Sheptoff Financial Planning's Vodafone position peaked at $36K in Q1 2014.
520 funds tracked by Wall St. Rank held Vodafone as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.