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EisnerAmper Wealth Management Corporate Benefits’s Verizon VZ Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015
Q4 		– Sell
-18,781
Closed -$817K – 75
2015
Q3 		$817K Buy
18,781
+1,185
+7% +$54.7K 0.58% 32
2015
Q2 		$820K Sell
17,596
-284
-2% -$13.9K 0.63% 25
2015
Q1 		$869K Buy
17,880
+920
+5% +$44.4K 0.66% 24
2014
Q4 		$793K Buy
+16,960
New +$830K 0.63% 24

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

EisnerAmper Wealth Management Corporate Benefits's VZ Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Verizon (VZ) in Q4 2015, closing a stake of 18,781 shares — an estimated $817K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in VZ in Q4 2014 and held it in 4 quarters. The position peaked at $869K in Q1 2015. 1,859 funds tracked by Wall St. Rank hold VZ as of Q4 2015.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining Verizon position as of Q4 2015 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 18,781 Verizon shares in Q4 2015, an estimated $817K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Verizon in Q4 2014 and held it in 4 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's Verizon position peaked at $869K in Q1 2015.
  • 1,859 funds tracked by Wall St. Rank held Verizon as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.