Girard Securities’s Verizon VZ Stock Holding History

Girard Securities’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	-13,365	Closed	-$664K	–	117
2017 Q3	$664K	Sell	13,365 -5,113	-28%	-$241K	0.59%	41
2017 Q2	$822K	Buy	18,478 +1,143	+7%	+$53.2K	0.62%	40
2017 Q1	$845K	Sell	17,335 -1,506	-8%	-$75.6K	0.72%	37
2016 Q4	$1.01M	Sell	18,841 -2,659	-12%	-$133K	0.88%	30
2016 Q3	$1.12M	Sell	21,500 -3,945	-16%	-$212K	1.14%	18
2016 Q2	$1.42M	Buy	25,445 +1,002	+4%	+$52K	1.3%	16
2016 Q1	$1.32M	Buy	24,443 +4,465	+22%	+$223K	1.3%	17
2015 Q4	$923K	Buy	+19,978	New	+$907K	0.92%	29

Other funds holding VZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Girard Securities's VZ Position: Q4 2017 in Review

Girard Securities sold out of Verizon (VZ) in Q4 2017, closing a stake of 13,365 shares — an estimated $664K sold.

Girard Securities first reported a position in VZ in Q4 2015 and held it in 8 quarters. The position peaked at $1.42M in Q2 2016. 2,131 funds tracked by Wall St. Rank hold VZ as of Q4 2017.

Girard Securities reported no remaining Verizon position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 13,365 Verizon shares in Q4 2017, an estimated $664K.
Girard Securities first reported a position in Verizon in Q4 2015 and held it in 8 quarters.
Girard Securities's Verizon position peaked at $1.42M in Q2 2016.
2,131 funds tracked by Wall St. Rank held Verizon as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.