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Evanston Advisors’s Verizon VZ Stock Holding History

Evanston 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
2017
Q2 		– Sell
-150,262
Closed -$7.33M – 72
2017
Q1 		$7.33M Buy
150,262
+25,654
+21% +$1.29M 1.99% 28
2016
Q4 		$6.65M Buy
124,608
+2,753
+2% +$138K 2.05% 25
2016
Q3 		$6.33M Buy
121,855
+97
+0.1% +$5.21K 1.99% 24
2016
Q2 		$6.8M Sell
121,758
-1,843
-1% -$95.6K 2.22% 11
2016
Q1 		$6.68M Sell
123,601
-8,557
-6% -$428K 2.2% 11
2015
Q4 		$6.11M Buy
132,158
+1,291
+1% +$58.6K 2.14% 26
2015
Q3 		$5.69M Buy
130,867
+8,181
+7% +$377K 1.89% 28
2015
Q2 		$5.72M Buy
122,686
+4,482
+4% +$219K 1.87% 26
2015
Q1 		$5.75M Buy
118,204
+5,414
+5% +$261K 1.88% 29
2014
Q4 		$5.28M Sell
112,790
-585
-0.5% -$28.6K 1.86% 33
2014
Q3 		$5.67M Buy
113,375
+3,309
+3% +$164K 1.92% 21
2014
Q2 		$5.39M Buy
110,066
+1,633
+2% +$79.1K 1.87% 26
2014
Q1 		$5.16M Buy
108,433
+7,446
+7% +$352K 1.85% 32
2013
Q4 		$4.96M Buy
100,987
+3,200
+3% +$157K 1.87% 30
2013
Q3 		$4.56M Buy
97,787
+4,899
+5% +$239K 1.84% 32
2013
Q2 		$4.68M Buy
+92,888
New +$4.74M 2.08% 20

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evanston Advisors's VZ Position: Q2 2017 in Review

Evanston Advisors sold out of Verizon (VZ) in Q2 2017, closing a stake of 150,262 shares — an estimated $7.33M sold.

Evanston Advisors first reported a position in VZ in Q2 2013 and held it in 16 quarters. The position peaked at $7.33M in Q1 2017. 1,929 funds tracked by Wall St. Rank hold VZ as of Q2 2017.

  • Evanston Advisors reported no remaining Verizon position as of Q2 2017 after selling out during the quarter.
  • Evanston Advisors sold 150,262 Verizon shares in Q2 2017, an estimated $7.33M.
  • Evanston Advisors first reported a position in Verizon in Q2 2013 and held it in 16 quarters.
  • Evanston Advisors's Verizon position peaked at $7.33M in Q1 2017.
  • 1,929 funds tracked by Wall St. Rank held Verizon as of Q2 2017.

Based on Evanston Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.