BWM
VZ icon

Braver Wealth Management’s Verizon VZ Stock Holding History

Braver 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
2016
Q4 		$892K Buy
16,709
+1,154
+7% +$57.7K 0.14% 99
2016
Q3 		$809K Sell
15,555
-326
-2% -$17.5K 0.14% 92
2016
Q2 		$887K Sell
15,881
-1,893
-11% -$98.2K 0.15% 77
2016
Q1 		$961K Buy
+17,774
New +$889K 0.16% 84

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

Braver Wealth Management's VZ Position: Q4 2016 in Review

Braver Wealth Management increased its Verizon (VZ) stake by 7.4% in Q4 2016, buying an estimated $57.7K and bringing the position to 16,709 shares worth $892K. The position accounts for 0.14% of the portfolio, ranked #99.

Braver Wealth Management first reported a position in VZ in Q1 2016 and has held it in 4 quarters since. The position peaked at $961K in Q1 2016. 1,992 funds tracked by Wall St. Rank hold VZ as of Q4 2016.

  • Braver Wealth Management held 16,709 shares of Verizon worth $892K as of Q4 2016.
  • Braver Wealth Management bought 1,154 Verizon shares in Q4 2016, an estimated $57.7K.
  • Verizon made up 0.14% of Braver Wealth Management's portfolio in Q4 2016, its #99 holding.
  • Braver Wealth Management first reported a position in Verizon in Q1 2016 and has held it in 4 quarters since.
  • Braver Wealth Management's Verizon position peaked at $961K in Q1 2016.
  • 1,992 funds tracked by Wall St. Rank held Verizon as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.