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West Oak Capital’s Vodafone VOD Stock Holding History

West Oak Capital’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
2016
Q2 		– Sell
-7,592
Closed -$243K – 336
2016
Q1 		$243K Sell
7,592
-9,661
-56% -$301K 0.19% 97
2015
Q4 		$557K Sell
17,253
-7,172
-29% -$234K 0.43% 67
2015
Q3 		$775K Hold
24,425
– – 0.63% 62
2015
Q2 		$890K Sell
24,425
-999
-4% -$36K 0.66% 61
2015
Q1 		$831K Buy
25,424
+4,043
+19% +$139K 0.61% 60
2014
Q4 		$731K Buy
21,381
+2,193
+11% +$73.9K 0.53% 64
2014
Q3 		$631K Buy
19,188
+3,116
+19% +$104K 0.47% 66
2014
Q2 		$537K Buy
16,072
+61
+0.4% +$2.16K 0.39% 70
2014
Q1 		$589K Sell
16,011
-12,933
-45% -$499K 0.43% 66
2013
Q4 		$1.16M Sell
28,944
-2,612
-8% -$98.3K 0.86% 47
2013
Q3 		$1.13M Buy
31,556
+1,114
+4% +$35.2K 0.89% 46
2013
Q2 		$892K Buy
+30,442
New +$908K 0.74% 56

Other funds holding VOD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

West Oak Capital's VOD Position: Q2 2016 in Review

West Oak Capital sold out of Vodafone (VOD) in Q2 2016, closing a stake of 7,592 shares — an estimated $243K sold.

West Oak Capital first reported a position in VOD in Q2 2013 and held it in 12 quarters. The position peaked at $1.16M in Q4 2013. 617 funds tracked by Wall St. Rank hold VOD as of Q2 2016.

  • West Oak Capital reported no remaining Vodafone position as of Q2 2016 after selling out during the quarter.
  • West Oak Capital sold 7,592 Vodafone shares in Q2 2016, an estimated $243K.
  • West Oak Capital first reported a position in Vodafone in Q2 2013 and held it in 12 quarters.
  • West Oak Capital's Vodafone position peaked at $1.16M in Q4 2013.
  • 617 funds tracked by Wall St. Rank held Vodafone as of Q2 2016.

Based on West Oak Capital's 13F filing for Q2 2016, filed 7 Jul 2016.