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Patten Group’s Vanguard Communication Services ETF VOX Stock Holding History

Patten Group’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
2019
Q1 		– Sell
-271
Closed -$20K – 531
2018
Q4 		$20K Buy
271
+62
+30% +$4.95K 0.01% 373
2018
Q3 		$18K Buy
209
+2
+1% +$173 0.01% 442
2018
Q2 		$18K Hold
207
– – 0.01% 415
2018
Q1 		$17K Buy
+207
New +$18.3K 0.01% 418

Other funds holding VOX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Patten Group's VOX Position: Q1 2019 in Review

Patten Group sold out of Vanguard Communication Services ETF (VOX) in Q1 2019, closing a stake of 271 shares — an estimated $20K sold.

Patten Group first reported a position in VOX in Q1 2018 and held it in 4 quarters. The position peaked at $20K in Q4 2018. 194 funds tracked by Wall St. Rank hold VOX as of Q1 2019.

  • Patten Group reported no remaining Vanguard Communication Services ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 271 Vanguard Communication Services ETF shares in Q1 2019, an estimated $20K.
  • Patten Group first reported a position in Vanguard Communication Services ETF in Q1 2018 and held it in 4 quarters.
  • Patten Group's Vanguard Communication Services ETF position peaked at $20K in Q4 2018.
  • 194 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.