Elkhorn Investments’s Verizon VZ Stock Holding History

Elkhorn Investments’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
2017 Q3	–	Sell	-26,665	Closed	-$1.3M	–	113
2017 Q2	$1.3M	Buy	26,665 +1,938	+8%	+$90.3K	1.01%	37
2017 Q1	$1.21M	Buy	+24,727	New	+$1.24M	0.99%	41

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

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

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

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

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

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

Elkhorn Investments's VZ Position: Q3 2017 in Review

Elkhorn Investments sold out of Verizon (VZ) in Q3 2017, closing a stake of 26,665 shares — an estimated $1.3M sold.

Elkhorn Investments first reported a position in VZ in Q1 2017 and held it in 2 quarters. The position peaked at $1.3M in Q2 2017. 1,918 funds tracked by Wall St. Rank hold VZ as of Q3 2017.

Elkhorn Investments reported no remaining Verizon position as of Q3 2017 after selling out during the quarter.
Elkhorn Investments sold 26,665 Verizon shares in Q3 2017, an estimated $1.3M.
Elkhorn Investments first reported a position in Verizon in Q1 2017 and held it in 2 quarters.
Elkhorn Investments's Verizon position peaked at $1.3M in Q2 2017.
1,918 funds tracked by Wall St. Rank held Verizon as of Q3 2017.

Based on Elkhorn Investments's 13F filing for Q3 2017, filed 13 Nov 2017.