Catamount Wealth Management’s Verizon VZ Stock Holding History

Catamount 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
2019 Q1	$4.26M	Buy	72,068 +1,754	+2%	+$99.3K	2.43%	16
2018 Q4	$3.87M	Sell	70,314 -2,055	-3%	-$117K	2.64%	13
2018 Q3	$3.86M	Buy	72,369 +10	+0%	+$529	1.85%	19
2018 Q2	$3.8M	Buy	72,359 +3,404	+5%	+$165K	1.84%	18
2018 Q1	$3.3M	Buy	68,955 +1,089	+2%	+$54.7K	1.76%	18
2017 Q4	$3.59M	Sell	67,866 -2,786	-4%	-$137K	2.01%	17
2017 Q3	$3.5M	Sell	70,652 -410	-0.6%	-$19.3K	2.03%	18
2017 Q2	$3.17M	Sell	71,062 -421	-0.6%	-$19.6K	1.93%	19
2017 Q1	$3.48M	Sell	71,483 -37,257	-34%	-$1.87M	2.39%	16
2016 Q4	$5.8M	Sell	108,740 -3,047	-3%	-$152K	4.71%	7
2016 Q3	$5.62M	Buy	111,787 +3,002	+3%	+$161K	4.82%	6
2016 Q2	$6.08M	Buy	108,785 +1,417	+1%	+$73.5K	7.01%	5
2016 Q1	$5.81M	Sell	107,368 -2,404	-2%	-$120K	6.72%	5
2015 Q4	$5.07M	Sell	109,772 -1,777	-2%	-$80.7K	4.59%	9
2015 Q3	$4.85M	Buy	111,549 +119	+0.1%	+$5.49K	4.85%	7
2015 Q2	$5.19M	Buy	111,430 +154	+0.1%	+$7.54K	4.02%	8
2015 Q1	$5.41M	Buy	111,276 +3,019	+3%	+$146K	4.46%	6
2014 Q4	$5.06M	Buy	+108,257	New	+$5.3M	4.83%	4

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Catamount Wealth Management's VZ Position: Q1 2019 in Review

Catamount Wealth Management increased its Verizon (VZ) stake by 2.5% in Q1 2019, buying an estimated $99.3K and bringing the position to 72,068 shares worth $4.26M. The position accounts for 2.43% of the portfolio, ranked #16.

Catamount Wealth Management first reported a position in VZ in Q4 2014 and has held it in 18 quarters since. The position peaked at $6.08M in Q2 2016. 2,388 funds tracked by Wall St. Rank hold VZ as of Q1 2019.

Catamount Wealth Management held 72,068 shares of Verizon worth $4.26M as of Q1 2019.
Catamount Wealth Management bought 1,754 Verizon shares in Q1 2019, an estimated $99.3K.
Verizon made up 2.43% of Catamount Wealth Management's portfolio in Q1 2019, its #16 holding.
Catamount Wealth Management first reported a position in Verizon in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's Verizon position peaked at $6.08M in Q2 2016.
2,388 funds tracked by Wall St. Rank held Verizon as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.