Mission Wealth Management’s Vodafone VOD Stock Holding History

Mission Wealth Management’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
2016 Q4	–	Sell	-9,229	Closed	-$269K	–	183
2016 Q3	$269K	Hold	9,229	–	–	0.07%	127
2016 Q2	$285K	Sell	9,229 -505	-5%	-$16.4K	0.08%	116
2016 Q1	$312K	Buy	9,734 +472	+5%	+$14.7K	0.08%	105
2015 Q4	$299K	Buy	9,262 +2,674	+41%	+$87.3K	0.08%	102
2015 Q3	$209K	Sell	6,588 -1,851	-22%	-$65.8K	0.06%	124
2015 Q2	$276K	Buy	+8,439	New	+$304K	0.09%	101

Other funds holding VOD

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Mission Wealth Management's VOD Position: Q4 2016 in Review

Mission Wealth Management sold out of Vodafone (VOD) in Q4 2016, closing a stake of 9,229 shares — an estimated $269K sold.

Mission Wealth Management first reported a position in VOD in Q2 2015 and held it in 6 quarters. The position peaked at $312K in Q1 2016. 615 funds tracked by Wall St. Rank hold VOD as of Q4 2016.

Mission Wealth Management reported no remaining Vodafone position as of Q4 2016 after selling out during the quarter.
Mission Wealth Management sold 9,229 Vodafone shares in Q4 2016, an estimated $269K.
Mission Wealth Management first reported a position in Vodafone in Q2 2015 and held it in 6 quarters.
Mission Wealth Management's Vodafone position peaked at $312K in Q1 2016.
615 funds tracked by Wall St. Rank held Vodafone as of Q4 2016.

Based on Mission Wealth Management's 13F filing for Q4 2016, filed 27 Jan 2017.