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Mogy Joel R Investment Counsel’s Vodafone VOD Stock Holding History

Mogy Joel R Investment Counsel’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
Q2 		– Sell
-8,022
Closed -$257K – 125
2016
Q1 		$257K Buy
8,022
+7,093
+764% +$221K 0.05% 116
2015
Q4 		$300 Sell
929
-8,183
-90% -$267K 0.06% 112
2015
Q3 		$289K Sell
9,112
-453
-5% -$16.1K 0.06% 118
2015
Q2 		$349K Sell
9,565
-1,254
-12% -$45.2K 0.07% 115
2015
Q1 		$354K Sell
10,819
-4,190
-28% -$144K 0.07% 116
2014
Q4 		$513K Sell
15,009
-20,722
-58% -$698K 0.1% 105
2014
Q3 		$1.18M Sell
35,731
-4,053
-10% -$135K 0.24% 72
2014
Q2 		$1.33M Sell
39,784
-1,417
-3% -$50.2K 0.27% 71
2014
Q1 		$1.52M Sell
41,201
-32,929
-44% -$1.27M 0.32% 69
2013
Q4 		$2.97M Buy
74,130
+981
+1% +$36.9K 0.63% 48
2013
Q3 		$2.62M Buy
73,149
+12,753
+21% +$403K 0.6% 51
2013
Q2 		$1.77M Buy
+60,396
New +$1.8M 0.43% 58

Other funds holding VOD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Mogy Joel R Investment Counsel's VOD Position: Q2 2016 in Review

Mogy Joel R Investment Counsel sold out of Vodafone (VOD) in Q2 2016, closing a stake of 8,022 shares — an estimated $257K sold.

Mogy Joel R Investment Counsel first reported a position in VOD in Q2 2013 and held it in 12 quarters. The position peaked at $2.97M in Q4 2013. 618 funds tracked by Wall St. Rank hold VOD as of Q2 2016.

  • Mogy Joel R Investment Counsel reported no remaining Vodafone position as of Q2 2016 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 8,022 Vodafone shares in Q2 2016, an estimated $257K.
  • Mogy Joel R Investment Counsel first reported a position in Vodafone in Q2 2013 and held it in 12 quarters.
  • Mogy Joel R Investment Counsel's Vodafone position peaked at $2.97M in Q4 2013.
  • 618 funds tracked by Wall St. Rank held Vodafone as of Q2 2016.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2016, filed 3 Aug 2016.