Fusion Investment Group’s Verizon VZ Stock Holding History

Fusion Investment 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
2015 Q4	$306K	Sell	6,547 -3,994	-38%	-$181K	0.82%	39
2015 Q3	$458K	Sell	10,541 -1,125	-10%	-$51.9K	1.08%	34
2015 Q2	$544K	Buy	11,666 +263	+2%	+$12.9K	0.42%	56
2015 Q1	$554K	Buy	11,403 +7,900	+226%	+$381K	0.44%	52
2014 Q4	$192K	Sell	3,503 -5,737	-62%	-$281K	0.16%	84
2014 Q3	$462K	Sell	9,240 -120	-1%	-$5.96K	0.4%	42
2014 Q2	$458K	Buy	9,360 +914	+11%	+$44.3K	0.39%	49
2014 Q1	$402K	Buy	8,446 +50	+0.6%	+$2.37K	0.41%	40
2013 Q4	$413K	Buy	+8,396	New	+$413K	0.31%	75

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

Fusion Investment Group's VZ Position: Q4 2015 in Review

Fusion Investment Group reduced its Verizon (VZ) stake by 38% in Q4 2015, selling an estimated $181K and leaving 6,547 shares worth $306K. The position accounts for 0.82% of the portfolio, ranked #39.

Fusion Investment Group first reported a position in VZ in Q4 2013 and has held it in 9 quarters since. The position peaked at $554K in Q1 2015. 1,860 funds tracked by Wall St. Rank hold VZ as of Q4 2015.

Fusion Investment Group held 6,547 shares of Verizon worth $306K as of Q4 2015.
Fusion Investment Group sold 3,994 Verizon shares in Q4 2015, an estimated $181K.
Verizon made up 0.82% of Fusion Investment Group's portfolio in Q4 2015, its #39 holding.
Fusion Investment Group first reported a position in Verizon in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's Verizon position peaked at $554K in Q1 2015.
1,860 funds tracked by Wall St. Rank held Verizon as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.