Integrated Wealth Counsel’s Verizon VZ Stock Holding History

Integrated Wealth Counsel’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 Q4	$136K	Sell	2,552 -1,134	-31%	-$56.7K	0.29%	41
2016 Q3	$192K	Buy	3,686 +636	+21%	+$34.1K	0.4%	29
2016 Q2	$170K	Hold	3,050	–	–	0.39%	27
2016 Q1	$165K	Hold	3,050	–	–	0.38%	28
2015 Q4	$141K	Hold	3,050	–	–	0.23%	29
2015 Q3	$133K	Hold	3,050	–	–	0.22%	30
2015 Q2	$142K	Hold	3,050	–	–	0.2%	32
2015 Q1	$148K	Hold	3,050	–	–	0.19%	35
2014 Q4	$143K	Hold	3,050	–	–	0.17%	35
2014 Q3	$152K	Hold	3,050	–	–	0.16%	33
2014 Q2	$149K	Hold	3,050	–	–	0.12%	48
2014 Q1	$145K	Sell	3,050 -266	-8%	-$12.6K	0.11%	65
2013 Q4	$163K	Hold	3,316	–	–	0.12%	65
2013 Q3	$155K	Hold	3,316	–	–	0.11%	64
2013 Q2	$167K	Buy	+3,316	New	+$169K	0.12%	68

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Integrated Wealth Counsel's VZ Position: Q4 2016 in Review

Integrated Wealth Counsel reduced its Verizon (VZ) stake by 31% in Q4 2016, selling an estimated $56.7K and leaving 2,552 shares worth $136K. The position accounts for 0.29% of the portfolio, ranked #41.

Integrated Wealth Counsel first reported a position in VZ in Q2 2013 and has held it in 15 quarters since. The position peaked at $192K in Q3 2016. 1,993 funds tracked by Wall St. Rank hold VZ as of Q4 2016.

Integrated Wealth Counsel held 2,552 shares of Verizon worth $136K as of Q4 2016.
Integrated Wealth Counsel sold 1,134 Verizon shares in Q4 2016, an estimated $56.7K.
Verizon made up 0.29% of Integrated Wealth Counsel's portfolio in Q4 2016, its #41 holding.
Integrated Wealth Counsel first reported a position in Verizon in Q2 2013 and has held it in 15 quarters since.
Integrated Wealth Counsel's Verizon position peaked at $192K in Q3 2016.
1,993 funds tracked by Wall St. Rank held Verizon as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.