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VODAFONE GROUP PLC NEW
VODAFONE GROUP PLC NEW. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 24 Institutional holders with a total value of $68,426,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 J.P. Morgan Private Wealth Advisors LLC 723 19,000 0.03%
2 Bollard Group LLC 1,376 36,000 0.05%
3 QCI ASSET MANAGEMENT INC/NY 2,737 72,000 0.11%
4 GAMBLE JONES INVESTMENT COUNSEL 9,604 254,000 0.37%
5 Barrett Asset Management, LLC 9,757 258,000 0.38%
6 CONDOR CAPITAL MANAGEMENT 9,958 263,000 0.38%
7 CERITY PARTNERS LLC 12,318 326,000 0.48%
8 HYMAN CHARLES D 13,904 367,000 0.54%
9 Laird Norton Wetherby Wealth Management, LLC 15,527 410,000 0.60%
10 LEE DANNER & BASS INC 21,950 580,000 0.85%
11 ROTHSCHILD INVESTMENT LLC /IL 22,247 588,000 0.86%
12 RADNOR CAPITAL MANAGEMENT, LLC 23,259 615,000 0.90%
13 Azimuth Capital Management LLC 28,472 753,000 1.10%
14 SHELTON CAPITAL MANAGEMENT 29,902 790,000 1.15%
15 CARRET ASSET MANAGEMENT, LLC 57,151 1,511,000 2.21%
16 EVERETT HARRIS & CO /CA/ 61,318 1,621,000 2.37%
17 MENLO ADVISORS LLC 161,482 4,267,000 6.24%
18 World Asset Management Inc 165,716 4,380,000 6.40%
19 CLIFFORD SWAN INVESTMENT COUNSEL LLC 173,749 4,592,000 6.71%
20 GFS Advisors, LLC 208,696 5,516,000 8.06%
21 FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 222,711 5,886,000 8.60%
22 PINNACLE ASSOCIATES LTD 345,562 9,133,000 13.35%
23 Willis Investment Counsel 478,200 12,639,000 18.47%
24 Advisors Capital Management, LLC 512,684 13,550,000 19.80%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.