MWAC
VZ icon

Mariner Wealth Advisors (Cincinnati)’s Verizon VZ Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$9.22M Buy
172,725
+12,915
+8% +$684K 0.51% 58
2018
Q2 		$8.04M Buy
159,810
+48,884
+44% +$2.37M 0.48% 56
2018
Q1 		$5.3M Buy
110,926
+992
+0.9% +$49.9K 0.33% 72
2017
Q4 		$5.82M Buy
109,934
+986
+0.9% +$48.5K 0.35% 69
2017
Q3 		$5.39M Sell
108,948
-2,887
-3% -$136K 0.35% 65
2017
Q2 		$5M Sell
111,835
-245,611
-69% -$11.4M 0.35% 69
2017
Q1 		$17.4M Buy
357,446
+19,071
+6% +$957K 1.25% 28
2016
Q4 		$18.1M Buy
338,375
+1,877
+0.6% +$93.8K 1.41% 22
2016
Q3 		$17.5M Buy
336,498
+2,526
+0.8% +$136K 1.49% 24
2016
Q2 		$18.6M Buy
333,972
+10,272
+3% +$533K 1.67% 17
2016
Q1 		$17.5M Buy
323,700
+8,685
+3% +$434K 1.72% 17
2015
Q4 		$14.6M Buy
+315,015
New +$14.3M 1.42% 28
2015
Q1 		$13.9M Buy
286,237
+3,599
+1% +$174K 1.96% 23
2014
Q4 		$13.2M Buy
282,638
+6,446
+2% +$315K 1.91% 21
2014
Q3 		$13.8M Sell
276,192
-28,132
-9% -$1.4M 2.21% 19
2014
Q2 		$14.9M Buy
304,324
+13,874
+5% +$672K 2.35% 13
2014
Q1 		$13.8M Buy
290,450
+28,689
+11% +$1.36M 2.24% 14
2013
Q4 		$12.9M Buy
261,761
+6,766
+3% +$333K 2.12% 16
2013
Q3 		$11.9M Buy
254,995
+6,512
+3% +$318K 2.21% 17
2013
Q2 		$12.5M Buy
+248,483
New +$12.7M 2.48% 9

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s VZ Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Verizon (VZ) stake by 8.1% in Q3 2018, buying an estimated $684K and bringing the position to 172,725 shares worth $9.22M. The position accounts for 0.51% of the portfolio, ranked #58.

Mariner Wealth Advisors (Cincinnati) first reported a position in VZ in Q2 2013 and has held it in 20 quarters since. The position peaked at $18.6M in Q2 2016. 2,174 funds tracked by Wall St. Rank hold VZ as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 172,725 shares of Verizon worth $9.22M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 12,915 Verizon shares in Q3 2018, an estimated $684K.
  • Verizon made up 0.51% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #58 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Verizon in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Verizon position peaked at $18.6M in Q2 2016.
  • 2,174 funds tracked by Wall St. Rank held Verizon as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.