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Edge Advisors’s Verizon VZ Stock Holding History

Edge 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
Q2 		$4.28M Buy
85,076
+64,997
+324% +$3.15M 0.38% 66
2018
Q1 		$959K Sell
20,079
-367
-2% -$18.4K 0.09% 167
2017
Q4 		$1.08M Buy
20,446
+779
+4% +$38.3K 0.11% 159
2017
Q3 		$973K Sell
19,667
-1,295
-6% -$60.9K 0.11% 154
2017
Q2 		$935K Sell
20,962
-1,815
-8% -$84.5K 0.11% 161
2017
Q1 		$1.11M Sell
22,777
-86,820
-79% -$4.36M 0.14% 147
2016
Q4 		$5.85M Buy
+109,597
New +$5.48M 0.75% 29

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Advisors's VZ Position: Q2 2018 in Review

Edge Advisors increased its Verizon (VZ) stake by 324% in Q2 2018, buying an estimated $3.15M and bringing the position to 85,076 shares worth $4.28M. The position accounts for 0.38% of the portfolio, ranked #66.

Edge Advisors first reported a position in VZ in Q4 2016 and has held it in 7 quarters since. The position peaked at $5.85M in Q4 2016. 2,146 funds tracked by Wall St. Rank hold VZ as of Q2 2018.

  • Edge Advisors held 85,076 shares of Verizon worth $4.28M as of Q2 2018.
  • Edge Advisors bought 64,997 Verizon shares in Q2 2018, an estimated $3.15M.
  • Verizon made up 0.38% of Edge Advisors's portfolio in Q2 2018, its #66 holding.
  • Edge Advisors first reported a position in Verizon in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Verizon position peaked at $5.85M in Q4 2016.
  • 2,146 funds tracked by Wall St. Rank held Verizon as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.