MIM
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Midwest Investment Management’s Verizon VZ Stock Holding History

Midwest Investment 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
Q2 		– Sell
-54,238
Closed -$2.64M – 53
2017
Q1 		$2.64M Sell
54,238
-1,735
-3% -$87K 2.26% 18
2016
Q4 		$2.99M Sell
55,973
-478
-0.8% -$23.9K 2.57% 16
2016
Q3 		$2.93M Sell
56,451
-1,840
-3% -$98.8K 2.55% 15
2016
Q2 		$3.25M Sell
58,291
-555
-0.9% -$28.8K 2.65% 13
2016
Q1 		$3.18M Buy
58,846
+44
+0.1% +$2.2K 2.57% 13
2015
Q4 		$2.72M Buy
58,802
+440
+0.8% +$20K 2.31% 16
2015
Q3 		$2.54M Sell
58,362
-1,295
-2% -$59.8K 2.16% 19
2015
Q2 		$2.78M Sell
59,657
-1,225
-2% -$60K 2.14% 19
2015
Q1 		$2.96M Sell
60,882
-390
-0.6% -$18.8K 2.25% 16
2014
Q4 		$2.87M Buy
61,272
+53,675
+707% +$2.63M 2.08% 22
2014
Q3 		$379K Buy
7,597
+199
+3% +$9.89K 0.28% 45
2014
Q2 		$361K Sell
7,398
-598
-7% -$29K 0.26% 49
2014
Q1 		$380K Buy
+7,996
New +$378K 0.28% 49

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Midwest Investment Management's VZ Position: Q2 2017 in Review

Midwest Investment Management sold out of Verizon (VZ) in Q2 2017, closing a stake of 54,238 shares — an estimated $2.64M sold.

Midwest Investment Management first reported a position in VZ in Q1 2014 and held it in 13 quarters. The position peaked at $3.25M in Q2 2016. 1,930 funds tracked by Wall St. Rank hold VZ as of Q2 2017.

  • Midwest Investment Management reported no remaining Verizon position as of Q2 2017 after selling out during the quarter.
  • Midwest Investment Management sold 54,238 Verizon shares in Q2 2017, an estimated $2.64M.
  • Midwest Investment Management first reported a position in Verizon in Q1 2014 and held it in 13 quarters.
  • Midwest Investment Management's Verizon position peaked at $3.25M in Q2 2016.
  • 1,930 funds tracked by Wall St. Rank held Verizon as of Q2 2017.

Based on Midwest Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.