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Financial & Investment Management Group’s Verizon VZ Stock Holding History

Financial & Investment Management Group’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
2018
Q4 		$3.1M Sell
55,134
-6,203
-10% -$352K 1.13% 33
2018
Q3 		$3.27M Buy
+61,337
New +$3.25M 1.08% 41

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial & Investment Management Group's VZ Position: Q4 2018 in Review

Financial & Investment Management Group reduced its Verizon (VZ) stake by 10% in Q4 2018, selling an estimated $352K and leaving 55,134 shares worth $3.1M. The position accounts for 1.13% of the portfolio, ranked #33.

Financial & Investment Management Group first reported a position in VZ in Q3 2018 and has held it in 2 quarters since. The position peaked at $3.27M in Q3 2018. 2,368 funds tracked by Wall St. Rank hold VZ as of Q4 2018.

  • Financial & Investment Management Group held 55,134 shares of Verizon worth $3.1M as of Q4 2018.
  • Financial & Investment Management Group sold 6,203 Verizon shares in Q4 2018, an estimated $352K.
  • Verizon made up 1.13% of Financial & Investment Management Group's portfolio in Q4 2018, its #33 holding.
  • Financial & Investment Management Group first reported a position in Verizon in Q3 2018 and has held it in 2 quarters since.
  • Financial & Investment Management Group's Verizon position peaked at $3.27M in Q3 2018.
  • 2,368 funds tracked by Wall St. Rank held Verizon as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.