YorkBridge Wealth Partners’s Vodafone VOD Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-669	Closed	-$11K	–	630
2019 Q2	$11K	Hold	669	–	–	﹤0.01%	544
2019 Q1	$12K	Buy	669 +251	+60%	+$4.66K	0.01%	561
2018 Q4	$8K	Hold	418	–	–	﹤0.01%	599
2018 Q3	$9K	Hold	418	–	–	﹤0.01%	613
2018 Q2	$10K	Hold	418	–	–	﹤0.01%	618
2018 Q1	$12K	Buy	418 +194	+87%	+$5.78K	0.01%	600
2017 Q4	$7K	Sell	224 -340	-60%	-$10.2K	﹤0.01%	673
2017 Q3	$16K	Buy	564 +340	+152%	+$9.84K	0.01%	578
2017 Q2	$6K	Sell	224 -3,273	-94%	-$91.1K	﹤0.01%	692
2017 Q1	$93K	Buy	3,497 +85	+2%	+$2.18K	0.05%	280
2016 Q4	$86K	Buy	+3,412	New	+$89.8K	0.05%	260

Other funds holding VOD

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's VOD Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Vodafone (VOD) in Q3 2019, closing a stake of 669 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in VOD in Q4 2016 and held it in 11 quarters. The position peaked at $93K in Q1 2017. 520 funds tracked by Wall St. Rank hold VOD as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Vodafone position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 669 Vodafone shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in Vodafone in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Vodafone position peaked at $93K in Q1 2017.
520 funds tracked by Wall St. Rank held Vodafone as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.