Cypress Wealth Advisors’s Verizon VZ Stock Holding History

Cypress Wealth 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
2019 Q1	$217K	Sell	3,667 -621	-14%	-$35.2K	0.25%	70
2018 Q4	$241K	Hold	4,288	–	–	0.33%	65
2018 Q3	$229K	Hold	4,288	–	–	0.24%	73
2018 Q2	$216K	Buy	+4,288	New	+$208K	0.23%	75
2018 Q1	–	Sell	-5,633	Closed	-$298K	–	86
2017 Q4	$298K	Buy	5,633 +555	+11%	+$27.3K	0.29%	68
2017 Q3	$251K	Buy	5,078 +366	+8%	+$17.2K	0.41%	50
2017 Q2	$210K	Sell	4,712 -4,285	-48%	-$200K	0.25%	77
2017 Q1	$439K	Sell	8,997 -4,043	-31%	-$203K	0.2%	105
2016 Q4	$696K	Buy	13,040 +712	+6%	+$35.6K	0.32%	72
2016 Q3	$641K	Buy	12,328 +662	+6%	+$35.5K	0.29%	76
2016 Q2	$651K	Sell	11,666 -899	-7%	-$46.6K	0.32%	72
2016 Q1	$680K	Buy	12,565 +3,215	+34%	+$161K	0.31%	65
2015 Q4	$432K	Sell	9,350 -2,408	-20%	-$109K	0.22%	100
2015 Q3	$512K	Buy	11,758 +2,898	+33%	+$134K	0.28%	86
2015 Q2	$413K	Buy	+8,860	New	+$434K	0.24%	100

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

Cypress Wealth Advisors's VZ Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Verizon (VZ) stake by 14% in Q1 2019, selling an estimated $35.2K and leaving 3,667 shares worth $217K. The position accounts for 0.25% of the portfolio, ranked #70.

Cypress Wealth Advisors first reported a position in VZ in Q2 2015 and has held it in 15 quarters since. The position peaked at $696K in Q4 2016. 2,388 funds tracked by Wall St. Rank hold VZ as of Q1 2019.

Cypress Wealth Advisors held 3,667 shares of Verizon worth $217K as of Q1 2019.
Cypress Wealth Advisors sold 621 Verizon shares in Q1 2019, an estimated $35.2K.
Verizon made up 0.25% of Cypress Wealth Advisors's portfolio in Q1 2019, its #70 holding.
Cypress Wealth Advisors first reported a position in Verizon in Q2 2015 and has held it in 15 quarters since.
Cypress Wealth Advisors's Verizon position peaked at $696K in Q4 2016.
2,388 funds tracked by Wall St. Rank held Verizon as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.