WA
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WESPAC Advisors’s Vanguard Communication Services ETF VOX Stock Holding History

WESPAC 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
2013
Q3 		– Sell
-10,207
Closed -$805K – 127
2013
Q2 		$805K Buy
+10,207
New +$802K 1.22% 33

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WESPAC Advisors's VOX Position: Q3 2013 in Review

WESPAC Advisors sold out of Vanguard Communication Services ETF (VOX) in Q3 2013, closing a stake of 10,207 shares — an estimated $805K sold.

WESPAC Advisors first reported a position in VOX in Q2 2013 and held it in 1 quarter. The position peaked at $805K in Q2 2013. 72 funds tracked by Wall St. Rank hold VOX as of Q3 2013.

  • WESPAC Advisors reported no remaining Vanguard Communication Services ETF position as of Q3 2013 after selling out during the quarter.
  • WESPAC Advisors sold 10,207 Vanguard Communication Services ETF shares in Q3 2013, an estimated $805K.
  • WESPAC Advisors first reported a position in Vanguard Communication Services ETF in Q2 2013 and held it in 1 quarter.
  • WESPAC Advisors's Vanguard Communication Services ETF position peaked at $805K in Q2 2013.
  • 72 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q3 2013.

Based on WESPAC Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.