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Boulegeris Investments’s Verizon VZ Stock Holding History

Boulegeris Investments’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
2018
Q3 		– Sell
-5,194
Closed -$261K – 48
2018
Q2 		$261K Buy
5,194
+325
+7% +$15.7K 0.13% 53
2018
Q1 		$233K Buy
4,869
+874
+22% +$43.9K 0.13% 53
2017
Q4 		$211K Buy
+3,995
New +$196K 0.11% 51

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boulegeris Investments's VZ Position: Q3 2018 in Review

Boulegeris Investments sold out of Verizon (VZ) in Q3 2018, closing a stake of 5,194 shares — an estimated $261K sold.

Boulegeris Investments first reported a position in VZ in Q4 2017 and held it in 3 quarters. The position peaked at $261K in Q2 2018. 2,174 funds tracked by Wall St. Rank hold VZ as of Q3 2018.

  • Boulegeris Investments reported no remaining Verizon position as of Q3 2018 after selling out during the quarter.
  • Boulegeris Investments sold 5,194 Verizon shares in Q3 2018, an estimated $261K.
  • Boulegeris Investments first reported a position in Verizon in Q4 2017 and held it in 3 quarters.
  • Boulegeris Investments's Verizon position peaked at $261K in Q2 2018.
  • 2,174 funds tracked by Wall St. Rank held Verizon as of Q3 2018.

Based on Boulegeris Investments's 13F filing for Q3 2018.