Cetera Investment Management’s Verizon VZ Stock Holding History

Cetera Investment 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	-10,353	Closed	-$467K	–	82
2017 Q2	$467K	Sell	10,353 -1,667	-14%	-$77.7K	0.59%	56
2017 Q1	$586K	Sell	12,020 -6,330	-34%	-$318K	0.67%	52
2016 Q4	$980K	Sell	18,350 -3,039	-14%	-$152K	0.73%	50
2016 Q3	$1.11M	Sell	21,389 -2,639	-11%	-$142K	0.72%	48
2016 Q2	$1.34M	Sell	24,028 -2,902	-11%	-$151K	0.79%	40
2016 Q1	$1.45M	Sell	26,930 -3,309	-11%	-$165K	0.75%	38
2015 Q4	$1.4M	Buy	+30,239	New	+$1.37M	0.56%	66

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Investment Management's VZ Position: Q3 2017 in Review

Cetera Investment Management sold out of Verizon (VZ) in Q3 2017, closing a stake of 10,353 shares — an estimated $467K sold.

Cetera Investment Management first reported a position in VZ in Q4 2015 and held it in 7 quarters. The position peaked at $1.45M in Q1 2016. 1,918 funds tracked by Wall St. Rank hold VZ as of Q3 2017.

Cetera Investment Management reported no remaining Verizon position as of Q3 2017 after selling out during the quarter.
Cetera Investment Management sold 10,353 Verizon shares in Q3 2017, an estimated $467K.
Cetera Investment Management first reported a position in Verizon in Q4 2015 and held it in 7 quarters.
Cetera Investment Management's Verizon position peaked at $1.45M in Q1 2016.
1,918 funds tracked by Wall St. Rank held Verizon as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.