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Placemark Investments’s Vanguard Communication Services ETF VOX Stock Holding History

Placemark Investments’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
2014
Q4 		$138K Buy
+1,623
New +$141K ﹤0.01% 1589
2013
Q4 		– Sell
-11,076
Closed -$895K – 1663
2013
Q3 		$895K Buy
+11,076
New +$897K 0.02% 862

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Placemark Investments's VOX Position: Q4 2014 in Review

Placemark Investments opened a new position in Vanguard Communication Services ETF (VOX) in Q4 2014: 1,623 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #1589 among its holdings. This is a return to the name: Placemark Investments previously reported a position in VOX as recently as Q3 2013.

Placemark Investments first reported a position in VOX in Q3 2013 and has held it in 2 quarters since. The position peaked at $895K in Q3 2013. 94 funds tracked by Wall St. Rank hold VOX as of Q4 2014.

  • Placemark Investments held 1,623 shares of Vanguard Communication Services ETF worth $138K as of Q4 2014.
  • Vanguard Communication Services ETF was a new Placemark Investments position in Q4 2014.
  • Vanguard Communication Services ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1589 holding.
  • Placemark Investments first reported a position in Vanguard Communication Services ETF in Q3 2013 and has held it in 2 quarters since.
  • Placemark Investments's Vanguard Communication Services ETF position peaked at $895K in Q3 2013.
  • 94 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.