Lee Capital Management’s Verizon VZ Stock Holding History

Lee Capital 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 Q4	–	Sell	-12,000	Closed	-$594K	–	83
2017 Q3	$594K	Buy	+12,000	New	+$565K	0.48%	65
2017 Q2	–	Sell	-5,000	Closed	-$244K	–	93
2017 Q1	$244K	Sell	5,000 -5,000	-50%	-$251K	0.22%	84
2016 Q4	$534K	Buy	+10,000	New	+$500K	0.5%	72

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Lee Capital Management's VZ Position: Q4 2017 in Review

Lee Capital Management sold out of Verizon (VZ) in Q4 2017, closing a stake of 12,000 shares — an estimated $594K sold.

Lee Capital Management first reported a position in VZ in Q4 2016 and held it in 3 quarters. The position peaked at $594K in Q3 2017. 2,132 funds tracked by Wall St. Rank hold VZ as of Q4 2017.

Lee Capital Management reported no remaining Verizon position as of Q4 2017 after selling out during the quarter.
Lee Capital Management sold 12,000 Verizon shares in Q4 2017, an estimated $594K.
Lee Capital Management first reported a position in Verizon in Q4 2016 and held it in 3 quarters.
Lee Capital Management's Verizon position peaked at $594K in Q3 2017.
2,132 funds tracked by Wall St. Rank held Verizon as of Q4 2017.

Based on Lee Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.