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Interactive Financial Advisors’s Verizon VZ Stock Holding History

Interactive Financial Advisors’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 		– Sell
-100
Closed -$5K – 118
2016
Q3 		$5K Hold
100
– – ﹤0.01% 97
2016
Q2 		$6K Hold
100
– – ﹤0.01% 81
2016
Q1 		$5K Hold
100
– – ﹤0.01% 78
2015
Q4 		$5K Hold
100
– – ﹤0.01% 88
2015
Q3 		$4K Hold
100
– – ﹤0.01% 83
2015
Q2 		$5K Buy
+100
New +$4.89K ﹤0.01% 89

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Interactive Financial Advisors's VZ Position: Q4 2016 in Review

Interactive Financial Advisors sold out of Verizon (VZ) in Q4 2016, closing a stake of 100 shares — an estimated $5K sold.

Interactive Financial Advisors first reported a position in VZ in Q2 2015 and held it in 6 quarters. The position peaked at $6K in Q2 2016. 1,993 funds tracked by Wall St. Rank hold VZ as of Q4 2016.

  • Interactive Financial Advisors reported no remaining Verizon position as of Q4 2016 after selling out during the quarter.
  • Interactive Financial Advisors sold 100 Verizon shares in Q4 2016, an estimated $5K.
  • Interactive Financial Advisors first reported a position in Verizon in Q2 2015 and held it in 6 quarters.
  • Interactive Financial Advisors's Verizon position peaked at $6K in Q2 2016.
  • 1,993 funds tracked by Wall St. Rank held Verizon as of Q4 2016.

Based on Interactive Financial Advisors's 13F filing for Q4 2016, filed 17 Jan 2017.