Aris Wealth Services’s Verizon VZ Stock Holding History

Aris Wealth Services’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
2015 Q3	$236K	Sell	5,432 -18,920	-78%	-$873K	0.5%	32
2015 Q2	$1.14M	Buy	24,352 +508	+2%	+$24.9K	1.04%	20
2015 Q1	$1.16M	Buy	23,844 +3,469	+17%	+$167K	1.08%	16
2014 Q4	$953K	Buy	20,375 +3,802	+23%	+$186K	1.06%	22
2014 Q3	$828K	Buy	16,573 +1,305	+9%	+$64.9K	1.03%	21
2014 Q2	$747K	Buy	15,268 +456	+3%	+$22.1K	0.98%	24
2014 Q1	$705K	Sell	14,812 -918	-6%	-$43.4K	1.03%	24
2013 Q4	$773K	Buy	15,730 +477	+3%	+$23.5K	1.3%	13
2013 Q3	$712K	Buy	15,253 +1,675	+12%	+$81.8K	1.3%	14
2013 Q2	$684K	Buy	+13,578	New	+$693K	1.46%	10

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aris Wealth Services's VZ Position: Q3 2015 in Review

Aris Wealth Services reduced its Verizon (VZ) stake by 78% in Q3 2015, selling an estimated $873K and leaving 5,432 shares worth $236K. The position accounts for 0.5% of the portfolio, ranked #32.

Aris Wealth Services first reported a position in VZ in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.16M in Q1 2015. 1,808 funds tracked by Wall St. Rank hold VZ as of Q3 2015.

Aris Wealth Services held 5,432 shares of Verizon worth $236K as of Q3 2015.
Aris Wealth Services sold 18,920 Verizon shares in Q3 2015, an estimated $873K.
Verizon made up 0.5% of Aris Wealth Services's portfolio in Q3 2015, its #32 holding.
Aris Wealth Services first reported a position in Verizon in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Verizon position peaked at $1.16M in Q1 2015.
1,808 funds tracked by Wall St. Rank held Verizon as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.