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Mosaic Family Wealth’s Vodafone VOD Stock Holding History

Mosaic Family 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
2017
Q4 		– Sell
-600
Closed -$17K – 926
2017
Q3 		$17K Buy
+600
New +$17.4K 0.01% 499
2016
Q2 		– Sell
-160
Closed -$5K – 832
2016
Q1 		$5K Buy
+160
New +$4.98K ﹤0.01% 607

Other funds holding VOD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mosaic Family Wealth's VOD Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Vodafone (VOD) in Q4 2017, closing a stake of 600 shares — an estimated $17K sold.

Mosaic Family Wealth first reported a position in VOD in Q1 2016 and held it in 2 quarters. The position peaked at $17K in Q3 2017. 708 funds tracked by Wall St. Rank hold VOD as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Vodafone position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 600 Vodafone shares in Q4 2017, an estimated $17K.
  • Mosaic Family Wealth first reported a position in Vodafone in Q1 2016 and held it in 2 quarters.
  • Mosaic Family Wealth's Vodafone position peaked at $17K in Q3 2017.
  • 708 funds tracked by Wall St. Rank held Vodafone as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.