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Bridgewater Wealth & Financial Management’s Verizon VZ Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-11,198
Closed -$500K – 104
2017
Q2 		$500K Buy
11,198
+3,007
+37% +$140K 0.17% 61
2017
Q1 		$399K Sell
8,191
-2,346
-22% -$118K 0.15% 64
2016
Q4 		$562K Sell
10,537
-4,227
-29% -$211K 0.21% 57
2016
Q3 		$767K Buy
14,764
+630
+4% +$33.8K 0.28% 51
2016
Q2 		$789K Buy
14,134
+5
+0% +$259 0.28% 51
2016
Q1 		$764K Buy
14,129
+9,307
+193% +$465K 0.28% 51
2015
Q4 		$223K Buy
+4,822
New +$219K 0.09% 83

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

Bridgewater Wealth & Financial Management's VZ Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Verizon (VZ) in Q3 2017, closing a stake of 11,198 shares — an estimated $500K sold.

Bridgewater Wealth & Financial Management first reported a position in VZ in Q4 2015 and held it in 7 quarters. The position peaked at $789K in Q2 2016. 1,918 funds tracked by Wall St. Rank hold VZ as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Verizon position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 11,198 Verizon shares in Q3 2017, an estimated $500K.
  • Bridgewater Wealth & Financial Management first reported a position in Verizon in Q4 2015 and held it in 7 quarters.
  • Bridgewater Wealth & Financial Management's Verizon position peaked at $789K in Q2 2016.
  • 1,918 funds tracked by Wall St. Rank held Verizon as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.