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Steel Grove Capital Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

Steel Grove Capital 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
2018
Q2 		– Sell
-5,863
Closed -$491K – 319
2018
Q1 		$491K Sell
5,863
-2,250
-28% -$199K 0.08% 211
2017
Q4 		$739K Buy
+8,113
New +$730K 0.11% 163

Other funds holding VOX

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Steel Grove Capital Advisors's VOX Position: Q2 2018 in Review

Steel Grove Capital Advisors sold out of Vanguard Communication Services ETF (VOX) in Q2 2018, closing a stake of 5,863 shares — an estimated $491K sold.

Steel Grove Capital Advisors first reported a position in VOX in Q4 2017 and held it in 2 quarters. The position peaked at $739K in Q4 2017. 156 funds tracked by Wall St. Rank hold VOX as of Q2 2018.

  • Steel Grove Capital Advisors reported no remaining Vanguard Communication Services ETF position as of Q2 2018 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 5,863 Vanguard Communication Services ETF shares in Q2 2018, an estimated $491K.
  • Steel Grove Capital Advisors first reported a position in Vanguard Communication Services ETF in Q4 2017 and held it in 2 quarters.
  • Steel Grove Capital Advisors's Vanguard Communication Services ETF position peaked at $739K in Q4 2017.
  • 156 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q2 2018.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2018, filed 20 Aug 2018.