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Robertson Stephens Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Robertson Stephens Advisors’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 		$397K Buy
4,267
+95
+2% +$8.77K 0.34% 49
2017
Q2 		$386K Sell
4,172
-1,211
-22% -$115K 0.35% 51
2017
Q1 		$513K Sell
5,383
-1,692
-24% -$166K 0.46% 48
2016
Q4 		$709K Buy
+7,075
New +$666K 0.4% 63

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

Robertson Stephens Advisors's VOX Position: Q3 2017 in Review

Robertson Stephens Advisors increased its Vanguard Communication Services ETF (VOX) stake by 2.3% in Q3 2017, buying an estimated $8.77K and bringing the position to 4,267 shares worth $397K. The position accounts for 0.34% of the portfolio, ranked #49.

Robertson Stephens Advisors first reported a position in VOX in Q4 2016 and has held it in 4 quarters since. The position peaked at $709K in Q4 2016. 164 funds tracked by Wall St. Rank hold VOX as of Q3 2017.

  • Robertson Stephens Advisors held 4,267 shares of Vanguard Communication Services ETF worth $397K as of Q3 2017.
  • Robertson Stephens Advisors bought 95 Vanguard Communication Services ETF shares in Q3 2017, an estimated $8.77K.
  • Vanguard Communication Services ETF made up 0.34% of Robertson Stephens Advisors's portfolio in Q3 2017, its #49 holding.
  • Robertson Stephens Advisors first reported a position in Vanguard Communication Services ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's Vanguard Communication Services ETF position peaked at $709K in Q4 2016.
  • 164 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.