Kurt F. Somerville’s Verizon VZ Stock Holding History

Kurt F. Somerville’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 Q1	–	Sell	-3,905	Closed	-$207K	–	107
2017 Q4	$207K	Buy	+3,905	New	+$192K	0.04%	104
2017 Q1	–	Sell	-3,865	Closed	-$206K	–	110
2016 Q4	$206K	Hold	3,865	–	–	0.05%	106
2016 Q3	$201K	Buy	3,865 +65	+2%	+$3.49K	0.04%	109
2016 Q2	$213K	Hold	3,800	–	–	0.05%	105
2016 Q1	$205K	Hold	3,800	–	–	0.05%	107
2015 Q4	$176K	Sell	3,800 -1,330	-26%	-$60.4K	0.04%	120
2015 Q3	$223K	Buy	5,130 +930	+22%	+$42.9K	0.06%	115
2015 Q2	$196K	Sell	4,200 -1,048	-20%	-$51.3K	0.05%	126
2015 Q1	$255K	Sell	5,248 -57	-1%	-$2.75K	0.06%	113
2014 Q4	$247K	Hold	5,305	–	–	0.06%	116
2014 Q3	$265K	Sell	5,305 -75	-1%	-$3.73K	0.11%	89
2014 Q2	$263K	Sell	5,380 -231	-4%	-$11.2K	0.1%	92
2014 Q1	$268K	Sell	5,611 -105	-2%	-$4.96K	0.11%	91
2013 Q4	$281K	Hold	5,716	–	–	0.11%	91
2013 Q3	$267K	Sell	5,716 -1,000	-15%	-$48.8K	0.11%	93
2013 Q2	$338K	Buy	+6,716	New	+$343K	0.14%	83

Other funds holding VZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return