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Beach Investment Management’s Verizon VZ Stock Holding History

Beach Investment Management’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
2016
Q4 		– Sell
-7,240
Closed -$376K – 47
2016
Q3 		$376K Buy
+7,240
New +$389K 0.71% 34
2014
Q4 		– Sell
-34,940
Closed -$1.75M – 54
2014
Q3 		$1.75M Buy
34,940
+17,060
+95% +$848K 2.56% 12
2014
Q2 		$875K Buy
+17,880
New +$866K 1.2% 37

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beach Investment Management's VZ Position: Q4 2016 in Review

Beach Investment Management sold out of Verizon (VZ) in Q4 2016, closing a stake of 7,240 shares — an estimated $376K sold.

Beach Investment Management first reported a position in VZ in Q2 2014 and held it in 3 quarters. The position peaked at $1.75M in Q3 2014. 1,992 funds tracked by Wall St. Rank hold VZ as of Q4 2016.

  • Beach Investment Management reported no remaining Verizon position as of Q4 2016 after selling out during the quarter.
  • Beach Investment Management sold 7,240 Verizon shares in Q4 2016, an estimated $376K.
  • Beach Investment Management first reported a position in Verizon in Q2 2014 and held it in 3 quarters.
  • Beach Investment Management's Verizon position peaked at $1.75M in Q3 2014.
  • 1,992 funds tracked by Wall St. Rank held Verizon as of Q4 2016.

Based on Beach Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.