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Concert Wealth Management’s Verizon VZ Stock Holding History

Concert 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
2017
Q3 		– Sell
-6,648
Closed -$295K – 143
2017
Q2 		$295K Sell
6,648
-61,206
-90% -$2.85M 0.29% 104
2017
Q1 		$3.62M Sell
67,854
-4,665
-6% -$234K 0.82% 14
2016
Q4 		$3.87M Sell
72,519
-86,420
-54% -$4.32M 0.86% 12
2016
Q3 		$8.24M Buy
158,939
+2,994
+2% +$161K 1% 11
2016
Q2 		$8.72M Buy
155,945
+14,315
+10% +$743K 1.18% 8
2016
Q1 		$7.65M Buy
141,630
+5,023
+4% +$251K 1.02% 11
2015
Q4 		$6.31M Buy
136,607
+1,818
+1% +$82.5K 0.84% 14
2015
Q3 		$5.87M Buy
134,789
+14,288
+12% +$659K 0.8% 16
2015
Q2 		$5.62M Sell
120,501
-6,159
-5% -$301K 0.73% 20
2015
Q1 		$2.53M Buy
126,660
+6,894
+6% +$333K 0.72% 23
2014
Q4 		$5.6M Buy
119,766
+44,674
+59% +$2.19M 0.85% 13
2014
Q3 		$3.73M Sell
75,092
-1,224
-2% -$60.8K 0.5% 13
2014
Q2 		$3.54M Buy
76,316
+746
+1% +$36.1K 0.43% 13
2014
Q1 		$3.57M Buy
75,570
+6,412
+9% +$303K 0.45% 15
2013
Q4 		$3.4M Buy
69,158
+472
+0.7% +$23.2K 0.43% 14
2013
Q3 		$3.22M Sell
68,686
-2,986
-4% -$146K 0.46% 16
2013
Q2 		$3.61M Buy
+71,672
New +$3.66M 0.54% 11

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

Concert Wealth Management's VZ Position: Q3 2017 in Review

Concert Wealth Management sold out of Verizon (VZ) in Q3 2017, closing a stake of 6,648 shares — an estimated $295K sold.

Concert Wealth Management first reported a position in VZ in Q2 2013 and held it in 17 quarters. The position peaked at $8.72M in Q2 2016. 1,918 funds tracked by Wall St. Rank hold VZ as of Q3 2017.

  • Concert Wealth Management reported no remaining Verizon position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 6,648 Verizon shares in Q3 2017, an estimated $295K.
  • Concert Wealth Management first reported a position in Verizon in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Verizon position peaked at $8.72M in Q2 2016.
  • 1,918 funds tracked by Wall St. Rank held Verizon as of Q3 2017.

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