CCA
VZ icon

Conservest Capital Advisors’s Verizon VZ Stock Holding History

Conservest Capital 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
2017
Q3 		– Sell
-5,024
Closed -$224K – 105
2017
Q2 		$224K Buy
5,024
+23
+0.5% +$1.07K 0.05% 71
2017
Q1 		$244K Buy
+5,001
New +$251K 0.05% 70

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

Conservest Capital Advisors's VZ Position: Q3 2017 in Review

Conservest Capital Advisors sold out of Verizon (VZ) in Q3 2017, closing a stake of 5,024 shares — an estimated $224K sold.

Conservest Capital Advisors first reported a position in VZ in Q1 2017 and held it in 2 quarters. The position peaked at $244K in Q1 2017. 1,918 funds tracked by Wall St. Rank hold VZ as of Q3 2017.

  • Conservest Capital Advisors reported no remaining Verizon position as of Q3 2017 after selling out during the quarter.
  • Conservest Capital Advisors sold 5,024 Verizon shares in Q3 2017, an estimated $224K.
  • Conservest Capital Advisors first reported a position in Verizon in Q1 2017 and held it in 2 quarters.
  • Conservest Capital Advisors's Verizon position peaked at $244K in Q1 2017.
  • 1,918 funds tracked by Wall St. Rank held Verizon as of Q3 2017.

Based on Conservest Capital Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.