BHK Investment Advisors’s Verizon VZ Stock Holding History

BHK Investment Advisors’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
2019 Q4	–	Sell	-3,537	Closed	-$214K	–	82
2019 Q3	$214K	Sell	3,537 -2,138	-38%	-$123K	0.12%	75
2019 Q2	$324K	Sell	5,675 -47	-0.8%	-$2.71K	0.18%	66
2019 Q1	$338K	Buy	5,722 +712	+14%	+$40.3K	0.21%	67
2018 Q4	$282K	Buy	5,010 +43	+0.9%	+$2.44K	0.21%	54
2018 Q3	$265K	Hold	4,967	–	–	0.18%	62
2018 Q2	$250K	Buy	+4,967	New	+$240K	0.17%	64

Other funds holding VZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BHK Investment Advisors's VZ Position: Q4 2019 in Review

BHK Investment Advisors sold out of Verizon (VZ) in Q4 2019, closing a stake of 3,537 shares — an estimated $214K sold.

BHK Investment Advisors first reported a position in VZ in Q2 2018 and held it in 6 quarters. The position peaked at $338K in Q1 2019. 2,616 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

BHK Investment Advisors reported no remaining Verizon position as of Q4 2019 after selling out during the quarter.
BHK Investment Advisors sold 3,537 Verizon shares in Q4 2019, an estimated $214K.
BHK Investment Advisors first reported a position in Verizon in Q2 2018 and held it in 6 quarters.
BHK Investment Advisors's Verizon position peaked at $338K in Q1 2019.
2,616 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.