EWM
VZ icon

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 1.41% 29
2015
Q2 		$1.25M Sell
26,730
-2,544
-9% -$125K 1.31% 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 0.61% 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
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