PWM
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Patriot Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History

Patriot Wealth Management’s Portfolio VOX Stock Details VOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-78,945
Closed -$7.25M – 88
2017
Q2 		$7.25M Buy
+78,945
New +$7.49M 1.21% 28

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Patriot Wealth Management's VOX Position: Q3 2017 in Review

Patriot Wealth Management sold out of Vanguard Communication Services ETF (VOX) in Q3 2017, closing a stake of 78,945 shares — an estimated $7.25M sold.

Patriot Wealth Management first reported a position in VOX in Q2 2017 and held it in 1 quarter. The position peaked at $7.25M in Q2 2017. 164 funds tracked by Wall St. Rank hold VOX as of Q3 2017.

  • Patriot Wealth Management reported no remaining Vanguard Communication Services ETF position as of Q3 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 78,945 Vanguard Communication Services ETF shares in Q3 2017, an estimated $7.25M.
  • Patriot Wealth Management first reported a position in Vanguard Communication Services ETF in Q2 2017 and held it in 1 quarter.
  • Patriot Wealth Management's Vanguard Communication Services ETF position peaked at $7.25M in Q2 2017.
  • 164 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2017.

Based on Patriot Wealth Management's 13F filing for Q3 2017, filed 3 Nov 2017.