KFA
VZ icon

Kabarec Financial Advisors’s Verizon VZ Stock Holding History

Kabarec 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
2018
Q2 		$200K Buy
+3,982
New +$193K 0.15% 42
2018
Q1 		– Sell
-4,055
Closed -$215K – 97
2017
Q4 		$215K Buy
+4,055
New +$199K 0.13% 45

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

Kabarec Financial Advisors's VZ Position: Q2 2018 in Review

Kabarec Financial Advisors opened a new position in Verizon (VZ) in Q2 2018: 3,982 shares worth $200K. The stake represents 0.15% of the portfolio and ranks #42 among its holdings. This is a return to the name: Kabarec Financial Advisors previously reported a position in VZ as recently as Q4 2017.

Kabarec Financial Advisors first reported a position in VZ in Q4 2017 and has held it in 2 quarters since. The position peaked at $215K in Q4 2017. 2,146 funds tracked by Wall St. Rank hold VZ as of Q2 2018.

  • Kabarec Financial Advisors held 3,982 shares of Verizon worth $200K as of Q2 2018.
  • Verizon was a new Kabarec Financial Advisors position in Q2 2018.
  • Verizon made up 0.15% of Kabarec Financial Advisors's portfolio in Q2 2018, its #42 holding.
  • Kabarec Financial Advisors first reported a position in Verizon in Q4 2017 and has held it in 2 quarters since.
  • Kabarec Financial Advisors's Verizon position peaked at $215K in Q4 2017.
  • 2,146 funds tracked by Wall St. Rank held Verizon as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.