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Summit Financial Group’s Vodafone VOD Stock Holding History

Summit Financial Group’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,704
Closed -$219K – 119
2017
Q3 		$219K Sell
7,704
-217
-3% -$6.28K 0.18% 112
2017
Q2 		$227K Buy
+7,921
New +$220K 0.2% 106

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Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Summit Financial Group's VOD Position: Q4 2017 in Review

Summit Financial Group sold out of Vodafone (VOD) in Q4 2017, closing a stake of 7,704 shares — an estimated $219K sold.

Summit Financial Group first reported a position in VOD in Q2 2017 and held it in 2 quarters. The position peaked at $227K in Q2 2017. 708 funds tracked by Wall St. Rank hold VOD as of Q4 2017.

  • Summit Financial Group reported no remaining Vodafone position as of Q4 2017 after selling out during the quarter.
  • Summit Financial Group sold 7,704 Vodafone shares in Q4 2017, an estimated $219K.
  • Summit Financial Group first reported a position in Vodafone in Q2 2017 and held it in 2 quarters.
  • Summit Financial Group's Vodafone position peaked at $227K in Q2 2017.
  • 708 funds tracked by Wall St. Rank held Vodafone as of Q4 2017.

Based on Summit Financial Group's 13F filing for Q4 2017, filed 4 Jan 2018.