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Harfst & Associates’s Verizon VZ Stock Holding History

Harfst & 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
Q3 		– Sell
-830
Closed -$37K – 212
2017
Q2 		$37K Hold
830
– – 0.01% 147
2017
Q1 		$40K Buy
+830
New +$41.6K 0.02% 157
2016
Q1 		– Sell
-1,284
Closed -$59K – 246
2015
Q4 		$59K Hold
1,284
– – 0.02% 174
2015
Q3 		$56K Sell
1,284
-854
-40% -$39.4K 0.02% 170
2015
Q2 		$99K Buy
+2,138
New +$105K 0.06% 121

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Harfst & Associates's VZ Position: Q3 2017 in Review

Harfst & Associates sold out of Verizon (VZ) in Q3 2017, closing a stake of 830 shares — an estimated $37K sold.

Harfst & Associates first reported a position in VZ in Q2 2015 and held it in 5 quarters. The position peaked at $99K in Q2 2015. 1,918 funds tracked by Wall St. Rank hold VZ as of Q3 2017.

  • Harfst & Associates reported no remaining Verizon position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 830 Verizon shares in Q3 2017, an estimated $37K.
  • Harfst & Associates first reported a position in Verizon in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's Verizon position peaked at $99K in Q2 2015.
  • 1,918 funds tracked by Wall St. Rank held Verizon as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.