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Windsor Capital Management’s Vanguard Communication Services ETF VOX Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-630
Closed -$49K – 424
2015
Q3 		$49K Buy
+630
New +$53.3K 0.03% 171
2014
Q1 		– Sell
-630
Closed -$53K – 298
2013
Q4 		$53K Hold
630
– – 0.03% 166
2013
Q3 		$51K Hold
630
– – 0.03% 172
2013
Q2 		$50K Buy
+630
New +$49.5K 0.03% 167

Other funds holding VOX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Windsor Capital Management's VOX Position: Q4 2015 in Review

Windsor Capital Management sold out of Vanguard Communication Services ETF (VOX) in Q4 2015, closing a stake of 630 shares — an estimated $49K sold.

Windsor Capital Management first reported a position in VOX in Q2 2013 and held it in 4 quarters. The position peaked at $53K in Q4 2013. 106 funds tracked by Wall St. Rank hold VOX as of Q4 2015.

  • Windsor Capital Management reported no remaining Vanguard Communication Services ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 630 Vanguard Communication Services ETF shares in Q4 2015, an estimated $49K.
  • Windsor Capital Management first reported a position in Vanguard Communication Services ETF in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Vanguard Communication Services ETF position peaked at $53K in Q4 2013.
  • 106 funds tracked by Wall St. Rank held Vanguard Communication Services ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.