CT Financial Advisors’s Verizon VZ Stock Holding History

CT Financial 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 Q1	$1.35M	Sell	27,729 -963	-3%	-$48.3K	0.83%	34
2016 Q4	$1.53M	Sell	28,692 -596	-2%	-$29.8K	0.97%	31
2016 Q3	$1.52M	Sell	29,288 -993	-3%	-$53.3K	0.93%	33
2016 Q2	$1.69M	Sell	30,281 -3,157	-9%	-$164K	1.04%	29
2016 Q1	$1.81M	Sell	33,438 -515	-2%	-$25.8K	1.02%	32
2015 Q4	$1.57M	Sell	33,953 -1,090	-3%	-$49.5K	0.9%	32
2015 Q3	$1.52M	Sell	35,043 -212	-0.6%	-$9.78K	0.96%	31
2015 Q2	$1.64M	Sell	35,255 -1,023	-3%	-$50.1K	0.93%	32
2015 Q1	$1.76M	Sell	36,278 -291	-0.8%	-$14K	0.98%	29
2014 Q4	$1.71M	Buy	+36,569	New	+$1.79M	1.29%	22
2014 Q1	$1.76M	Buy	+36,278	New	+$1.72M	0.98%	29

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CT Financial Advisors's VZ Position: Q1 2017 in Review

CT Financial Advisors reduced its Verizon (VZ) stake by 3.4% in Q1 2017, selling an estimated $48.3K and leaving 27,729 shares worth $1.35M. The position accounts for 0.83% of the portfolio, ranked #34.

CT Financial Advisors first reported a position in VZ in Q1 2014 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2016. 1,974 funds tracked by Wall St. Rank hold VZ as of Q1 2017.

CT Financial Advisors held 27,729 shares of Verizon worth $1.35M as of Q1 2017.
CT Financial Advisors sold 963 Verizon shares in Q1 2017, an estimated $48.3K.
Verizon made up 0.83% of CT Financial Advisors's portfolio in Q1 2017, its #34 holding.
CT Financial Advisors first reported a position in Verizon in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Verizon position peaked at $1.81M in Q1 2016.
1,974 funds tracked by Wall St. Rank held Verizon as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.