Kovitz Investment Group’s Verizon VZ Stock Holding History

Kovitz Investment Group’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
2015 Q4	$418K	Sell	9,052 -10,970	-55%	-$498K	0.03%	105
2015 Q3	$871K	Sell	20,022 -61,000	-75%	-$2.81M	0.05%	70
2015 Q2	$3.78M	Sell	81,022 -36,675	-31%	-$1.8M	0.21%	49
2015 Q1	$5.72M	Sell	117,697 -27,770	-19%	-$1.34M	0.31%	41
2014 Q4	$6.8M	Sell	145,467 -61,343	-30%	-$3M	0.33%	42
2014 Q3	$10.3M	Buy	206,810 +19,888	+11%	+$989K	0.53%	36
2014 Q2	$9.15M	Sell	186,922 -15,147	-7%	-$734K	0.48%	37
2014 Q1	$9.62M	Buy	+202,069	New	+$9.56M	0.49%	47

Other funds holding VZ

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

BFA

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Kovitz Investment Group's VZ Position: Q4 2015 in Review

Kovitz Investment Group reduced its Verizon (VZ) stake by 55% in Q4 2015, selling an estimated $498K and leaving 9,052 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #105.

Kovitz Investment Group first reported a position in VZ in Q1 2014 and has held it in 8 quarters since. The position peaked at $10.3M in Q3 2014. 1,861 funds tracked by Wall St. Rank hold VZ as of Q4 2015.

Kovitz Investment Group held 9,052 shares of Verizon worth $418K as of Q4 2015.
Kovitz Investment Group sold 10,970 Verizon shares in Q4 2015, an estimated $498K.
Verizon made up 0.03% of Kovitz Investment Group's portfolio in Q4 2015, its #105 holding.
Kovitz Investment Group first reported a position in Verizon in Q1 2014 and has held it in 8 quarters since.
Kovitz Investment Group's Verizon position peaked at $10.3M in Q3 2014.
1,861 funds tracked by Wall St. Rank held Verizon as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.