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Barrington Strategic Wealth Management Group’s Verizon VZ Stock Holding History

Barrington Strategic Wealth Management 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
2017
Q3 		$798K Sell
16,124
-2,994
-16% -$141K 0.4% 63
2017
Q2 		$854K Sell
19,118
-636
-3% -$29.6K 0.43% 61
2017
Q1 		$963K Sell
19,754
-1,041
-5% -$52.2K 0.5% 58
2016
Q4 		$1.11M Sell
20,795
-385
-2% -$19.2K 0.6% 50
2016
Q3 		$1.1M Sell
21,180
-1,097
-5% -$58.9K 0.62% 46
2016
Q2 		$1.24M Sell
22,277
-904
-4% -$46.9K 0.71% 41
2016
Q1 		$1.25M Sell
23,181
-880
-4% -$44K 0.73% 37
2015
Q4 		$1.11M Sell
24,061
-615
-2% -$27.9K 0.65% 42
2015
Q3 		$1.07M Sell
24,676
-816
-3% -$37.7K 0.69% 45
2015
Q2 		$1.19M Sell
25,492
-830
-3% -$40.6K 0.72% 48
2015
Q1 		$1.28M Sell
26,322
-166
-0.6% -$8.01K 0.78% 42
2014
Q4 		$1.24M Sell
26,488
-99
-0.4% -$4.84K 0.79% 43
2014
Q3 		$1.33M Buy
26,587
+1,654
+7% +$82.2K 0.86% 36
2014
Q2 		$1.22M Buy
24,933
+335
+1% +$16.2K 0.78% 46
2014
Q1 		$1.17M Buy
24,598
+17,315
+238% +$819K 0.76% 44
2013
Q4 		$358K Sell
7,283
-1,500
-17% -$73.8K 0.24% 80
2013
Q3 		$410K Sell
8,783
-1,364
-13% -$66.6K 0.36% 70
2013
Q2 		$511K Buy
+10,147
New +$518K 0.42% 66

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barrington Strategic Wealth Management Group's VZ Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Verizon (VZ) stake by 16% in Q3 2017, selling an estimated $141K and leaving 16,124 shares worth $798K. The position accounts for 0.4% of the portfolio, ranked #63.

Barrington Strategic Wealth Management Group first reported a position in VZ in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.33M in Q3 2014. 1,918 funds tracked by Wall St. Rank hold VZ as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 16,124 shares of Verizon worth $798K as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 2,994 Verizon shares in Q3 2017, an estimated $141K.
  • Verizon made up 0.4% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #63 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Verizon in Q2 2013 and has held it in 18 quarters since.
  • Barrington Strategic Wealth Management Group's Verizon position peaked at $1.33M in Q3 2014.
  • 1,918 funds tracked by Wall St. Rank held Verizon as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.