Insight Capital Research & Management’s Verizon VZ Stock Holding History

Insight Capital Research & Management’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
2016 Q3	–	Sell	-34,243	Closed	-$1.91M	–	130
2016 Q2	$1.91M	Sell	34,243 -5,393	-14%	-$280K	0.67%	83
2016 Q1	$2.14M	Buy	+39,636	New	+$1.98M	0.66%	73
2013 Q4	–	Sell	-37,183	Closed	-$1.88M	–	170
2013 Q3	$1.88M	Buy	37,183 +1,446	+4%	+$70.6K	0.45%	72
2013 Q2	$1.8M	Buy	+35,737	New	+$1.82M	0.47%	77

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Insight Capital Research & Management's VZ Position: Q3 2016 in Review

Insight Capital Research & Management sold out of Verizon (VZ) in Q3 2016, closing a stake of 34,243 shares — an estimated $1.91M sold.

Insight Capital Research & Management first reported a position in VZ in Q2 2013 and held it in 4 quarters. The position peaked at $2.14M in Q1 2016. 1,888 funds tracked by Wall St. Rank hold VZ as of Q3 2016.

Insight Capital Research & Management reported no remaining Verizon position as of Q3 2016 after selling out during the quarter.
Insight Capital Research & Management sold 34,243 Verizon shares in Q3 2016, an estimated $1.91M.
Insight Capital Research & Management first reported a position in Verizon in Q2 2013 and held it in 4 quarters.
Insight Capital Research & Management's Verizon position peaked at $2.14M in Q1 2016.
1,888 funds tracked by Wall St. Rank held Verizon as of Q3 2016.

Based on Insight Capital Research & Management's 13F filing for Q3 2016, filed 24 Oct 2016.