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Fiduciary Financial Services of The Southwest’s Verizon VZ Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019
Q4 		$4.64M Sell
75,502
-620
-0.8% -$37.4K 1.21% 27
2019
Q3 		$4.59M Buy
76,122
+3,875
+5% +$223K 1.23% 28
2019
Q2 		$4.13M Buy
72,247
+1,334
+2% +$76.9K 1.17% 30
2019
Q1 		$4.19M Sell
70,913
-945
-1% -$53.5K 1.22% 29
2018
Q4 		$4.04M Hold
71,858
– – 1.27% 26
2018
Q3 		$3.84M Hold
71,858
– – 1.07% 32
2018
Q2 		$3.62M Sell
71,858
-3,536
-5% -$171K 1.1% 33
2018
Q1 		$3.6M Sell
75,394
-1,668
-2% -$83.8K 1.1% 34
2017
Q4 		$4.08M Sell
77,062
-7,394
-9% -$364K 1.2% 30
2017
Q3 		$4.18M Sell
84,456
-6,641
-7% -$312K 1.25% 29
2017
Q2 		$4.07M Sell
91,097
-382
-0.4% -$17.8K 1.25% 26
2017
Q1 		$4.46M Sell
91,479
-10,917
-11% -$548K 1.42% 22
2016
Q4 		$5.47M Buy
102,396
+622
+0.6% +$31.1K 1.8% 14
2016
Q3 		$5.29M Buy
101,774
+793
+0.8% +$42.6K 1.7% 15
2016
Q2 		$5.64M Buy
100,981
+1,217
+1% +$63.1K 1.81% 15
2016
Q1 		$5.39M Buy
99,764
+538
+0.5% +$26.9K 1.91% 13
2015
Q4 		$4.59M Sell
99,226
-3,462
-3% -$157K 1.63% 16
2015
Q3 		$4.47M Buy
102,688
+703
+0.7% +$32.4K 1.57% 17
2015
Q2 		$4.75M Sell
101,985
-1,065
-1% -$52.1K 1.47% 16
2015
Q1 		$5.01M Sell
103,050
-355
-0.3% -$17.1K 1.47% 16
2014
Q4 		$4.84M Buy
103,405
+7
+0% +$342 1.39% 16
2014
Q3 		$5.17M Buy
103,398
+691
+0.7% +$34.3K 1.46% 17
2014
Q2 		$5.03M Buy
102,707
+2,195
+2% +$106K 1.41% 19
2014
Q1 		$4.78M Buy
100,512
+374
+0.4% +$17.7K 1.44% 20
2013
Q4 		$4.92M Sell
100,138
-1,395
-1% -$68.6K 1.55% 19
2013
Q3 		$4.74M Sell
101,533
-42
-0% -$2.05K 1.56% 18
2013
Q2 		$5.11M Buy
+101,575
New +$5.18M 1.7% 17

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fiduciary Financial Services of The Southwest's VZ Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Verizon (VZ) stake by 0.81% in Q4 2019, selling an estimated $37.4K and leaving 75,502 shares worth $4.64M. The position accounts for 1.21% of the portfolio, ranked #27.

Fiduciary Financial Services of The Southwest first reported a position in VZ in Q2 2013 and has held it in 27 quarters since. The position peaked at $5.64M in Q2 2016. 2,617 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 75,502 shares of Verizon worth $4.64M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 620 Verizon shares in Q4 2019, an estimated $37.4K.
  • Verizon made up 1.21% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #27 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Verizon in Q2 2013 and has held it in 27 quarters since.
  • Fiduciary Financial Services of The Southwest's Verizon position peaked at $5.64M in Q2 2016.
  • 2,617 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.