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Bush ODonnell Investment Advisors’s Verizon VZ Stock Holding History

Bush ODonnell 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
2018
Q1 		– Sell
-4,515
Closed -$239K – 38
2017
Q4 		$239K Hold
4,515
– – 0.19% 43
2017
Q3 		$223K Hold
4,515
– – 0.17% 48
2017
Q2 		$202K Buy
+4,515
New +$210K 0.12% 52

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bush ODonnell Investment Advisors's VZ Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Verizon (VZ) in Q1 2018, closing a stake of 4,515 shares — an estimated $239K sold.

Bush ODonnell Investment Advisors first reported a position in VZ in Q2 2017 and held it in 3 quarters. The position peaked at $239K in Q4 2017. 2,124 funds tracked by Wall St. Rank hold VZ as of Q1 2018.

  • Bush ODonnell Investment Advisors reported no remaining Verizon position as of Q1 2018 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 4,515 Verizon shares in Q1 2018, an estimated $239K.
  • Bush ODonnell Investment Advisors first reported a position in Verizon in Q2 2017 and held it in 3 quarters.
  • Bush ODonnell Investment Advisors's Verizon position peaked at $239K in Q4 2017.
  • 2,124 funds tracked by Wall St. Rank held Verizon as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.