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American Economic Planning Group’s Verizon VZ Stock Holding History

American Economic Planning Group’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$317K Sell
5,238
-85
-2% -$4.89K 0.09% 63
2019
Q2 		$304K Buy
5,323
+211
+4% +$12.2K 0.09% 66
2019
Q1 		$302K Buy
5,112
+23
+0.5% +$1.3K 0.09% 63
2018
Q4 		$286K Buy
5,089
+387
+8% +$22K 0.09% 59
2018
Q3 		$251K Buy
4,702
+60
+1% +$3.18K 0.09% 61
2018
Q2 		$234K Sell
4,642
-892
-16% -$43.2K 0.09% 68
2018
Q1 		$265K Sell
5,534
-17
-0.3% -$854 0.1% 70
2017
Q4 		$294K Sell
5,551
-318
-5% -$15.6K 0.11% 63
2017
Q3 		$290K Buy
5,869
+221
+4% +$10.4K 0.11% 57
2017
Q2 		$252K Sell
5,648
-1,324
-19% -$61.7K 0.1% 60
2017
Q1 		$340K Buy
6,972
+813
+13% +$40.8K 0.14% 49
2016
Q4 		$328K Buy
6,159
+1,095
+22% +$54.7K 0.14% 39
2016
Q3 		$263K Buy
5,064
+639
+14% +$34.3K 0.11% 51
2016
Q2 		$247K Sell
4,425
-471
-10% -$24.4K 0.1% 50
2016
Q1 		$265K Buy
+4,896
New +$245K 0.11% 44
2014
Q3 		– Sell
-5,186
Closed -$254K – 38
2014
Q2 		$254K Buy
+5,186
New +$251K 0.09% 32

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Economic Planning Group's VZ Position: Q3 2019 in Review

American Economic Planning Group reduced its Verizon (VZ) stake by 1.6% in Q3 2019, selling an estimated $4.89K and leaving 5,238 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #63.

American Economic Planning Group first reported a position in VZ in Q2 2014 and has held it in 16 quarters since. The position peaked at $340K in Q1 2017. 2,401 funds tracked by Wall St. Rank hold VZ as of Q3 2019.

  • American Economic Planning Group held 5,238 shares of Verizon worth $317K as of Q3 2019.
  • American Economic Planning Group sold 85 Verizon shares in Q3 2019, an estimated $4.89K.
  • Verizon made up 0.09% of American Economic Planning Group's portfolio in Q3 2019, its #63 holding.
  • American Economic Planning Group first reported a position in Verizon in Q2 2014 and has held it in 16 quarters since.
  • American Economic Planning Group's Verizon position peaked at $340K in Q1 2017.
  • 2,401 funds tracked by Wall St. Rank held Verizon as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.