Hefty Wealth Partners’s Verizon VZ Stock Holding History

Hefty Wealth Partners’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 Q1	$9K	Sell	180 -17,144	-99%	-$862K	0.01%	187
2017 Q4	$917K	Buy	17,324 +9,541	+123%	+$469K	0.57%	57
2017 Q3	$385K	Buy	7,783 +7,603	+4,224%	+$358K	0.25%	75
2017 Q2	$8K	Sell	180 -26,230	-99%	-$1.22M	0.01%	174
2017 Q1	$1.29M	Buy	26,410 +26,230	+14,572%	+$1.32M	0.94%	41
2016 Q4	$9K	Sell	180 -19,641	-99%	-$982K	0.01%	170
2016 Q3	$1.03M	Buy	19,821 +19,641	+10,912%	+$1.05M	0.78%	45
2016 Q2	$10K	Hold	180	–	–	0.01%	146
2016 Q1	$9K	Hold	180	–	–	0.01%	156
2015 Q4	$8K	Buy	+180	New	+$8.17K	0.01%	149

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

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 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

Hefty Wealth Partners's VZ Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Verizon (VZ) stake by 99% in Q1 2018, selling an estimated $862K and leaving 180 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #187.

Hefty Wealth Partners first reported a position in VZ in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.29M in Q1 2017. 2,122 funds tracked by Wall St. Rank hold VZ as of Q1 2018.

Hefty Wealth Partners held 180 shares of Verizon worth $9K as of Q1 2018.
Hefty Wealth Partners sold 17,144 Verizon shares in Q1 2018, an estimated $862K.
Verizon made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #187 holding.
Hefty Wealth Partners first reported a position in Verizon in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Verizon position peaked at $1.29M in Q1 2017.
2,122 funds tracked by Wall St. Rank held Verizon as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.