GHA
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Garcia Hamilton & Associates’s Verizon VZ Stock Holding History

Garcia Hamilton & Associates’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
Q4 		– Sell
-5,585
Closed -$276K – 38
2017
Q3 		$276K Sell
5,585
-6,793
-55% -$320K 0.72% 36
2017
Q2 		$553K Sell
12,378
-8,306
-40% -$387K 0.76% 43
2017
Q1 		$950K Sell
20,684
-18,176
-47% -$912K 0.84% 47
2016
Q4 		$2.07M Sell
38,860
-2,203
-5% -$110K 1.2% 32
2016
Q3 		$2.13M Buy
41,063
+674
+2% +$36.2K 1.26% 29
2016
Q2 		$2.25M Sell
40,389
-29,755
-42% -$1.54M 1.36% 29
2016
Q1 		$3.79M Buy
70,144
+279
+0.4% +$14K 2.2% 13
2015
Q4 		$3.23M Buy
69,865
+876
+1% +$39.8K 1.89% 20
2015
Q3 		$3M Sell
68,989
-858
-1% -$39.6K 1.84% 20
2015
Q2 		$3.26M Sell
69,847
-9,891
-12% -$484K 1.81% 20
2015
Q1 		$3.88M Sell
79,738
-23,976
-23% -$1.16M 1.9% 18
2014
Q4 		$4.85M Sell
103,714
-42,503
-29% -$2.08M 1.89% 18
2014
Q3 		$7.31M Buy
+146,217
New +$7.27M 2.12% 15

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Garcia Hamilton & Associates's VZ Position: Q4 2017 in Review

Garcia Hamilton & Associates sold out of Verizon (VZ) in Q4 2017, closing a stake of 5,585 shares — an estimated $276K sold.

Garcia Hamilton & Associates first reported a position in VZ in Q3 2014 and held it in 13 quarters. The position peaked at $7.31M in Q3 2014. 2,131 funds tracked by Wall St. Rank hold VZ as of Q4 2017.

  • Garcia Hamilton & Associates reported no remaining Verizon position as of Q4 2017 after selling out during the quarter.
  • Garcia Hamilton & Associates sold 5,585 Verizon shares in Q4 2017, an estimated $276K.
  • Garcia Hamilton & Associates first reported a position in Verizon in Q3 2014 and held it in 13 quarters.
  • Garcia Hamilton & Associates's Verizon position peaked at $7.31M in Q3 2014.
  • 2,131 funds tracked by Wall St. Rank held Verizon as of Q4 2017.

Based on Garcia Hamilton & Associates's 13F filing for Q4 2017, filed 19 Jan 2018.