Delphi Private Advisors’s Verizon VZ Stock Holding History

Delphi Private 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
2018 Q1	–	Sell	-2,669	Closed	-$141K	–	122
2017 Q4	$141K	Buy	+2,669	New	+$131K	0.35%	29
2017 Q3	–	Sell	-732	Closed	-$40K	–	115
2017 Q2	$40K	Buy	+732	New	+$34.1K	0.08%	47
2017 Q1	–	Sell	-270	Closed	-$14K	–	293
2016 Q4	$14K	Sell	270 -171	-39%	-$8.55K	0.02%	88
2016 Q3	$23K	Sell	441 -420	-49%	-$22.5K	0.04%	61
2016 Q2	$48K	Buy	861 +129	+18%	+$6.69K	0.09%	44
2016 Q1	$40K	Sell	732 -71	-9%	-$3.55K	0.07%	54
2015 Q4	$37K	Buy	+803	New	+$36.5K	0.06%	62

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Delphi Private Advisors's VZ Position: Q1 2018 in Review

Delphi Private Advisors sold out of Verizon (VZ) in Q1 2018, closing a stake of 2,669 shares — an estimated $141K sold.

Delphi Private Advisors first reported a position in VZ in Q4 2015 and held it in 7 quarters. The position peaked at $141K in Q4 2017. 2,122 funds tracked by Wall St. Rank hold VZ as of Q1 2018.

Delphi Private Advisors reported no remaining Verizon position as of Q1 2018 after selling out during the quarter.
Delphi Private Advisors sold 2,669 Verizon shares in Q1 2018, an estimated $141K.
Delphi Private Advisors first reported a position in Verizon in Q4 2015 and held it in 7 quarters.
Delphi Private Advisors's Verizon position peaked at $141K in Q4 2017.
2,122 funds tracked by Wall St. Rank held Verizon as of Q1 2018.

Based on Delphi Private Advisors's 13F filing for Q1 2018, filed 2 May 2018.