IPC
VZ icon

Independent Portfolio Consultants’s Verizon VZ Stock Holding History

Independent Portfolio Consultants’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
Q2 		$112K Sell
2,507
-937
-27% -$43.6K 0.05% 399
2017
Q1 		$168K Sell
3,444
-2,768
-45% -$139K 0.06% 357
2016
Q4 		$332K Sell
6,212
-6,417
-51% -$321K 0.11% 252
2016
Q3 		$656K Buy
12,629
+1,940
+18% +$104K 0.21% 177
2016
Q2 		$597K Buy
10,689
+5,663
+113% +$294K 0.19% 190
2016
Q1 		$272K Buy
5,026
+1,235
+33% +$61.8K 0.08% 297
2015
Q4 		$175K Buy
3,791
+260
+7% +$11.8K 0.05% 352
2015
Q3 		$154K Sell
3,531
-418
-11% -$19.3K 0.03% 387
2015
Q2 		$184K Buy
3,949
+834
+27% +$40.8K 0.04% 376
2015
Q1 		$151K Buy
3,115
+887
+40% +$42.8K 0.03% 414
2014
Q4 		$104K Sell
2,228
-108
-5% -$5.28K 0.02% 495
2014
Q3 		$117K Sell
2,336
-1,391
-37% -$69.1K 0.03% 523
2014
Q2 		$182K Buy
+3,727
New +$181K 0.05% 454

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Portfolio Consultants's VZ Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Verizon (VZ) stake by 27% in Q2 2017, selling an estimated $43.6K and leaving 2,507 shares worth $112K. The position accounts for 0.05% of the portfolio, ranked #399.

Independent Portfolio Consultants first reported a position in VZ in Q2 2014 and has held it in 13 quarters since. The position peaked at $656K in Q3 2016. 1,930 funds tracked by Wall St. Rank hold VZ as of Q2 2017.

  • Independent Portfolio Consultants held 2,507 shares of Verizon worth $112K as of Q2 2017.
  • Independent Portfolio Consultants sold 937 Verizon shares in Q2 2017, an estimated $43.6K.
  • Verizon made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #399 holding.
  • Independent Portfolio Consultants first reported a position in Verizon in Q2 2014 and has held it in 13 quarters since.
  • Independent Portfolio Consultants's Verizon position peaked at $656K in Q3 2016.
  • 1,930 funds tracked by Wall St. Rank held Verizon as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.