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Gary Goldberg Planning Services’s Verizon VZ Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$11.3M Sell
241,762
-995
-0.4% -$48.7K 4.75% 2
2014
Q3 		$12.1M Buy
242,757
+16,941
+8% +$842K 5.05% 1
2014
Q2 		$11M Buy
225,816
+15,917
+8% +$771K 4.86% 2
2014
Q1 		$9.98M Buy
209,899
+56,390
+37% +$2.67M 4.87% 1
2013
Q4 		$7.54M Sell
153,509
-1,844
-1% -$90.7K 4.39% 3
2013
Q3 		$7.25M Buy
155,353
+16
+0% +$781 4.4% 4
2013
Q2 		$7.82M Buy
+155,337
New +$7.93M 4.99% 1

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's VZ Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Verizon (VZ) stake by 0.41% in Q4 2014, selling an estimated $48.7K and leaving 241,762 shares worth $11.3M. The position accounts for 4.75% of the portfolio, ranked #2.

Gary Goldberg Planning Services first reported a position in VZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $12.1M in Q3 2014. 1,808 funds tracked by Wall St. Rank hold VZ as of Q4 2014.

  • Gary Goldberg Planning Services held 241,762 shares of Verizon worth $11.3M as of Q4 2014.
  • Gary Goldberg Planning Services sold 995 Verizon shares in Q4 2014, an estimated $48.7K.
  • Verizon made up 4.75% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #2 holding.
  • Gary Goldberg Planning Services first reported a position in Verizon in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Verizon position peaked at $12.1M in Q3 2014.
  • 1,808 funds tracked by Wall St. Rank held Verizon as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.