Elite Wealth Management’s Verizon VZ Stock Holding History

Elite Wealth Management’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	-19,647	Closed	-$854K	–	62
2015 Q3	$854K	Sell	19,647 -7,083	-26%	-$327K	1.34%	29
2015 Q2	$1.25M	Sell	26,730 -2,544	-9%	-$125K	1.29%	26
2015 Q1	$1.42M	Buy	29,274 +13,359	+84%	+$645K	1.26%	21
2014 Q4	$744K	Buy	15,915 +14,006	+734%	+$685K	0.71%	34
2014 Q3	$95K	Sell	1,909 -10,439	-85%	-$519K	0.09%	89
2014 Q2	$604K	Buy	12,348 +8,939	+262%	+$433K	0.6%	50
2014 Q1	$162K	Sell	3,409 -1,928	-36%	-$91.2K	0.13%	71
2013 Q4	$262K	Buy	5,337 +435	+9%	+$21.4K	0.19%	64
2013 Q3	$229K	Buy	4,902 +1,098	+29%	+$53.6K	0.2%	67
2013 Q2	$191K	Buy	+3,804	New	+$194K	0.28%	45

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elite Wealth Management's VZ Position: Q4 2015 in Review

Elite Wealth Management sold out of Verizon (VZ) in Q4 2015, closing a stake of 19,647 shares — an estimated $854K sold.

Elite Wealth Management first reported a position in VZ in Q2 2013 and held it in 10 quarters. The position peaked at $1.42M in Q1 2015. 1,861 funds tracked by Wall St. Rank hold VZ as of Q4 2015.

Elite Wealth Management reported no remaining Verizon position as of Q4 2015 after selling out during the quarter.
Elite Wealth Management sold 19,647 Verizon shares in Q4 2015, an estimated $854K.
Elite Wealth Management first reported a position in Verizon in Q2 2013 and held it in 10 quarters.
Elite Wealth Management's Verizon position peaked at $1.42M in Q1 2015.
1,861 funds tracked by Wall St. Rank held Verizon as of Q4 2015.

Based on Elite Wealth Management's 13F filing for Q4 2015, filed 13 Oct 2016.