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Bellwether Investment Group’s Verizon VZ Stock Holding History

Bellwether Investment 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
Q4 		$222K Buy
4,204
+274
+7% +$13.5K 0.89% 59
2017
Q3 		$194K Buy
+3,930
New +$185K 0.91% 56
2017
Q2 		– Sell
-3,713
Closed -$181K – 603
2017
Q1 		$181K Sell
3,713
-6,175
-62% -$310K 0.48% 59
2016
Q4 		$528K Buy
+9,888
New +$494K 0.47% 47
2016
Q2 		$515K Buy
+9,217
New +$478K 0.57% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bellwether Investment Group's VZ Position: Q4 2017 in Review

Bellwether Investment Group increased its Verizon (VZ) stake by 7% in Q4 2017, buying an estimated $13.5K and bringing the position to 4,204 shares worth $222K. The position accounts for 0.89% of the portfolio, ranked #59.

Bellwether Investment Group first reported a position in VZ in Q2 2016 and has held it in 5 quarters since. The position peaked at $528K in Q4 2016. 2,132 funds tracked by Wall St. Rank hold VZ as of Q4 2017.

  • Bellwether Investment Group held 4,204 shares of Verizon worth $222K as of Q4 2017.
  • Bellwether Investment Group bought 274 Verizon shares in Q4 2017, an estimated $13.5K.
  • Verizon made up 0.89% of Bellwether Investment Group's portfolio in Q4 2017, its #59 holding.
  • Bellwether Investment Group first reported a position in Verizon in Q2 2016 and has held it in 5 quarters since.
  • Bellwether Investment Group's Verizon position peaked at $528K in Q4 2016.
  • 2,132 funds tracked by Wall St. Rank held Verizon as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.