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Lucus Advisors’s Verizon VZ Stock Holding History

Lucus Advisors’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
2016
Q4 		– Sell
-7,516
Closed -$391K – 179
2016
Q3 		$391K Buy
7,516
+1,289
+21% +$69.2K 0.34% 170
2016
Q2 		$348K Sell
6,227
-3,418
-35% -$177K 0.29% 148
2016
Q1 		$522K Sell
9,645
-1,156
-11% -$57.8K 0.31% 120
2015
Q4 		$499K Buy
10,801
+898
+9% +$40.8K 0.3% 34
2015
Q3 		$431K Sell
9,903
-649
-6% -$29.9K 0.24% 197
2015
Q2 		$492K Buy
+10,552
New +$517K 0.24% 198
2015
Q1 		– Sell
-9,496
Closed -$444K – 358
2014
Q4 		$444K Buy
+9,496
New +$465K 0.2% 239

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lucus Advisors's VZ Position: Q4 2016 in Review

Lucus Advisors sold out of Verizon (VZ) in Q4 2016, closing a stake of 7,516 shares — an estimated $391K sold.

Lucus Advisors first reported a position in VZ in Q4 2014 and held it in 7 quarters. The position peaked at $522K in Q1 2016. 1,992 funds tracked by Wall St. Rank hold VZ as of Q4 2016.

  • Lucus Advisors reported no remaining Verizon position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 7,516 Verizon shares in Q4 2016, an estimated $391K.
  • Lucus Advisors first reported a position in Verizon in Q4 2014 and held it in 7 quarters.
  • Lucus Advisors's Verizon position peaked at $522K in Q1 2016.
  • 1,992 funds tracked by Wall St. Rank held Verizon as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.