KWMG LLC’s Verizon VZ Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-295	Closed	-$17K	–	412
2019 Q1	$17K	Buy	295 +2	+0.7%	+$113	﹤0.01%	241
2018 Q4	$16K	Buy	293 +3	+1%	+$170	﹤0.01%	245
2018 Q3	$15K	Buy	290 +57	+24%	+$3.02K	﹤0.01%	253
2018 Q2	$12K	Buy	+233	New	+$11.3K	﹤0.01%	269

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

KWMG LLC's VZ Position: Q2 2019 in Review

KWMG LLC sold out of Verizon (VZ) in Q2 2019, closing a stake of 295 shares — an estimated $17K sold.

KWMG LLC first reported a position in VZ in Q2 2018 and held it in 4 quarters. The position peaked at $17K in Q1 2019. 2,373 funds tracked by Wall St. Rank hold VZ as of Q2 2019.

KWMG LLC reported no remaining Verizon position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 295 Verizon shares in Q2 2019, an estimated $17K.
KWMG LLC first reported a position in Verizon in Q2 2018 and held it in 4 quarters.
KWMG LLC's Verizon position peaked at $17K in Q1 2019.
2,373 funds tracked by Wall St. Rank held Verizon as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.