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Bernicke Wealth Management’s Verizon VZ Stock Holding History

Bernicke Wealth 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
2015
Q1 		– Sell
-7,513
Closed -$352K – 49
2014
Q4 		$352K Buy
+7,513
New +$368K 0.35% 43

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bernicke Wealth Management's VZ Position: Q1 2015 in Review

Bernicke Wealth Management sold out of Verizon (VZ) in Q1 2015, closing a stake of 7,513 shares — an estimated $352K sold.

Bernicke Wealth Management first reported a position in VZ in Q4 2014 and held it in 1 quarter. The position peaked at $352K in Q4 2014. 1,793 funds tracked by Wall St. Rank hold VZ as of Q1 2015.

  • Bernicke Wealth Management reported no remaining Verizon position as of Q1 2015 after selling out during the quarter.
  • Bernicke Wealth Management sold 7,513 Verizon shares in Q1 2015, an estimated $352K.
  • Bernicke Wealth Management first reported a position in Verizon in Q4 2014 and held it in 1 quarter.
  • Bernicke Wealth Management's Verizon position peaked at $352K in Q4 2014.
  • 1,793 funds tracked by Wall St. Rank held Verizon as of Q1 2015.

Based on Bernicke Wealth Management's 13F filing for Q1 2015, filed 15 May 2015.