Sage Advisory Services
VOX icon

Sage Advisory Services’s Vanguard Communication Services ETF VOX Stock Holding History

Sage Advisory Services’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
Q4 		– Sell
-89,047
Closed -$8.21M – 52
2017
Q3 		$8.21M Buy
+89,047
New +$8.22M 0.88% 22

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Envestnet Asset Management
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United Capital Financial Advisors
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Veritable
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Sage Advisory Services's VOX Position: Q4 2017 in Review

Sage Advisory Services sold out of Vanguard Communication Services ETF (VOX) in Q4 2017, closing a stake of 89,047 shares — an estimated $8.21M sold.

Sage Advisory Services first reported a position in VOX in Q3 2017 and held it in 1 quarter. The position peaked at $8.21M in Q3 2017. 175 funds tracked by Wall St. Rank hold VOX as of Q4 2017.

  • Sage Advisory Services reported no remaining Vanguard Communication Services ETF position as of Q4 2017 after selling out during the quarter.
  • Sage Advisory Services sold 89,047 Vanguard Communication Services ETF shares in Q4 2017, an estimated $8.21M.
  • Sage Advisory Services first reported a position in Vanguard Communication Services ETF in Q3 2017 and held it in 1 quarter.
  • Sage Advisory Services's Vanguard Communication Services ETF position peaked at $8.21M in Q3 2017.
  • 175 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2017.

Based on Sage Advisory Services's 13F filing for Q4 2017, filed 30 Jan 2018.