Gradient Capital Advisors’s Verizon VZ Stock Holding History

Gradient Capital Advisors’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 Q2	–	Sell	-4,485	Closed	-$214K	–	88
2018 Q1	$214K	Sell	4,485 -284	-6%	-$14.3K	0.21%	76
2017 Q4	$252K	Buy	+4,769	New	+$235K	0.26%	67

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Gradient Capital Advisors's VZ Position: Q2 2018 in Review

Gradient Capital Advisors sold out of Verizon (VZ) in Q2 2018, closing a stake of 4,485 shares — an estimated $214K sold.

Gradient Capital Advisors first reported a position in VZ in Q4 2017 and held it in 2 quarters. The position peaked at $252K in Q4 2017. 2,146 funds tracked by Wall St. Rank hold VZ as of Q2 2018.

Gradient Capital Advisors reported no remaining Verizon position as of Q2 2018 after selling out during the quarter.
Gradient Capital Advisors sold 4,485 Verizon shares in Q2 2018, an estimated $214K.
Gradient Capital Advisors first reported a position in Verizon in Q4 2017 and held it in 2 quarters.
Gradient Capital Advisors's Verizon position peaked at $252K in Q4 2017.
2,146 funds tracked by Wall St. Rank held Verizon as of Q2 2018.

Based on Gradient Capital Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.