Haverford Financial Services’s Verizon VZ Stock Holding History

Haverford Financial 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
2018 Q4	–	Sell	-3,830	Closed	-$205K	–	79
2018 Q3	$205K	Buy	+3,830	New	+$203K	0.07%	77
2018 Q2	–	Sell	-5,251	Closed	-$251K	–	94
2018 Q1	$251K	Sell	5,251 -293	-5%	-$14.7K	0.1%	79
2017 Q4	$293K	Buy	5,544 +199	+4%	+$9.79K	0.11%	74
2017 Q3	$265K	Hold	5,345	–	–	0.1%	61
2017 Q2	$239K	Sell	5,345 -3,095	-37%	-$144K	0.1%	53
2017 Q1	$411K	Sell	8,440 -50	-0.6%	-$2.51K	0.17%	38
2016 Q4	$453K	Hold	8,490	–	–	0.19%	35
2016 Q3	$441K	Sell	8,490 -52	-0.6%	-$2.79K	0.19%	36
2016 Q2	$477K	Sell	8,542 -28	-0.3%	-$1.45K	0.2%	34
2016 Q1	$463K	Buy	8,570 +3,448	+67%	+$172K	0.2%	37
2015 Q4	$237K	Sell	5,122 -158	-3%	-$7.17K	0.1%	48
2015 Q3	$230K	Sell	5,280 -178	-3%	-$8.21K	0.11%	42
2015 Q2	$254K	Sell	5,458 -235	-4%	-$11.5K	0.11%	38
2015 Q1	$277K	Sell	5,693 -289	-5%	-$13.9K	0.11%	37
2014 Q4	$280K	Sell	5,982 -1,590	-21%	-$77.8K	0.11%	34
2014 Q3	$379K	Buy	+7,572	New	+$376K	0.17%	30

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Haverford Financial Services's VZ Position: Q4 2018 in Review

Haverford Financial Services sold out of Verizon (VZ) in Q4 2018, closing a stake of 3,830 shares — an estimated $205K sold.

Haverford Financial Services first reported a position in VZ in Q3 2014 and held it in 16 quarters. The position peaked at $477K in Q2 2016. 2,367 funds tracked by Wall St. Rank hold VZ as of Q4 2018.

Haverford Financial Services reported no remaining Verizon position as of Q4 2018 after selling out during the quarter.
Haverford Financial Services sold 3,830 Verizon shares in Q4 2018, an estimated $205K.
Haverford Financial Services first reported a position in Verizon in Q3 2014 and held it in 16 quarters.
Haverford Financial Services's Verizon position peaked at $477K in Q2 2016.
2,367 funds tracked by Wall St. Rank held Verizon as of Q4 2018.

Based on Haverford Financial Services's 13F filing for Q4 2018, filed 12 Feb 2019.