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Waldron Private Wealth’s Vanguard Communication Services ETF VOX Stock Holding History

Waldron Private Wealth’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
2019
Q3 		– Sell
-9,320
Closed -$807K – 275
2019
Q2 		$807K Sell
9,320
-385
-4% -$33.3K 0.09% 97
2019
Q1 		$810K Hold
9,705
– – 0.09% 99
2018
Q4 		$718K Buy
+9,705
New +$775K 0.1% 93

Other funds holding VOX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Waldron Private Wealth's VOX Position: Q3 2019 in Review

Waldron Private Wealth sold out of Vanguard Communication Services ETF (VOX) in Q3 2019, closing a stake of 9,320 shares — an estimated $807K sold.

Waldron Private Wealth first reported a position in VOX in Q4 2018 and held it in 3 quarters. The position peaked at $810K in Q1 2019. 208 funds tracked by Wall St. Rank hold VOX as of Q3 2019.

  • Waldron Private Wealth reported no remaining Vanguard Communication Services ETF position as of Q3 2019 after selling out during the quarter.
  • Waldron Private Wealth sold 9,320 Vanguard Communication Services ETF shares in Q3 2019, an estimated $807K.
  • Waldron Private Wealth first reported a position in Vanguard Communication Services ETF in Q4 2018 and held it in 3 quarters.
  • Waldron Private Wealth's Vanguard Communication Services ETF position peaked at $810K in Q1 2019.
  • 208 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2019.

Based on Waldron Private Wealth's 13F filing for Q3 2019, filed 6 Nov 2019.