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LBA Wealth Management’s Verizon VZ Stock Holding History

LBA Wealth Management’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
Q1 		$481K Buy
9,865
+716
+8% +$35.9K 0.25% 67
2016
Q4 		$488K Sell
9,149
-465
-5% -$23.2K 0.27% 67
2016
Q3 		$500K Buy
9,614
+584
+6% +$31.3K 0.28% 63
2016
Q2 		$504K Buy
9,030
+500
+6% +$25.9K 0.28% 63
2016
Q1 		$461K Sell
8,530
-70
-0.8% -$3.5K 0.27% 66
2015
Q4 		$397K Buy
8,600
+1,453
+20% +$66K 0.23% 77
2015
Q3 		$311K Buy
7,147
+482
+7% +$22.2K 0.2% 86
2015
Q2 		$311K Buy
6,665
+365
+6% +$17.9K 0.2% 85
2015
Q1 		$306K Buy
6,300
+725
+13% +$35K 0.19% 87
2014
Q4 		$261K Buy
5,575
+2,800
+101% +$137K 0.17% 87
2014
Q3 		$139K Sell
2,775
-150
-5% -$7.46K 0.1% 115
2014
Q2 		$143K Buy
2,925
+115
+4% +$5.57K 0.12% 108
2014
Q1 		$134K Buy
2,810
+150
+6% +$7.09K 0.11% 110
2013
Q4 		$131K Buy
+2,660
New +$131K 0.11% 98

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LBA Wealth Management's VZ Position: Q1 2017 in Review

LBA Wealth Management increased its Verizon (VZ) stake by 7.8% in Q1 2017, buying an estimated $35.9K and bringing the position to 9,865 shares worth $481K. The position accounts for 0.25% of the portfolio, ranked #67.

LBA Wealth Management first reported a position in VZ in Q4 2013 and has held it in 14 quarters since. The position peaked at $504K in Q2 2016. 1,974 funds tracked by Wall St. Rank hold VZ as of Q1 2017.

  • LBA Wealth Management held 9,865 shares of Verizon worth $481K as of Q1 2017.
  • LBA Wealth Management bought 716 Verizon shares in Q1 2017, an estimated $35.9K.
  • Verizon made up 0.25% of LBA Wealth Management's portfolio in Q1 2017, its #67 holding.
  • LBA Wealth Management first reported a position in Verizon in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's Verizon position peaked at $504K in Q2 2016.
  • 1,974 funds tracked by Wall St. Rank held Verizon as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.