Invictus RG’s Verizon VZ Stock Holding History

Invictus RG’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 Q4	–	Sell	-1,152	Closed	-$57K	–	517
2017 Q3	$57K	Buy	+1,152	New	+$54.2K	0.05%	356
2017 Q1	–	Sell	-535	Closed	-$29K	–	844
2016 Q4	$29K	Sell	535 -314	-37%	-$15.7K	0.02%	507
2016 Q3	$44K	Sell	849 -2,683	-76%	-$144K	0.03%	469
2016 Q2	$197K	Sell	3,532 -1,752	-33%	-$90.9K	0.21%	183
2016 Q1	$286K	Buy	5,284 +1,707	+48%	+$85.4K	0.35%	97
2015 Q4	$165K	Buy	+3,577	New	+$162K	0.16%	231

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invictus RG's VZ Position: Q4 2017 in Review

Invictus RG sold out of Verizon (VZ) in Q4 2017, closing a stake of 1,152 shares — an estimated $57K sold.

Invictus RG first reported a position in VZ in Q4 2015 and held it in 6 quarters. The position peaked at $286K in Q1 2016. 2,131 funds tracked by Wall St. Rank hold VZ as of Q4 2017.

Invictus RG reported no remaining Verizon position as of Q4 2017 after selling out during the quarter.
Invictus RG sold 1,152 Verizon shares in Q4 2017, an estimated $57K.
Invictus RG first reported a position in Verizon in Q4 2015 and held it in 6 quarters.
Invictus RG's Verizon position peaked at $286K in Q1 2016.
2,131 funds tracked by Wall St. Rank held Verizon as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.