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Montgomery Investment Management’s Verizon VZ Stock Holding History

Montgomery 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
2018
Q4 		– Sell
-3,780
Closed -$202K – 94
2018
Q3 		$202K Buy
+3,780
New +$200K 0.08% 92
2016
Q3 		– Sell
-3,650
Closed -$204K – 96
2016
Q2 		$204K Buy
+3,650
New +$189K 0.1% 92
2013
Q4 		– Sell
-17,326
Closed -$809K – 76
2013
Q3 		$809K Sell
17,326
-1,166
-6% -$56.9K 0.44% 53
2013
Q2 		$931K Buy
+18,492
New +$944K 0.51% 47

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montgomery Investment Management's VZ Position: Q4 2018 in Review

Montgomery Investment Management sold out of Verizon (VZ) in Q4 2018, closing a stake of 3,780 shares — an estimated $202K sold.

Montgomery Investment Management first reported a position in VZ in Q2 2013 and held it in 4 quarters. The position peaked at $931K in Q2 2013. 2,367 funds tracked by Wall St. Rank hold VZ as of Q4 2018.

  • Montgomery Investment Management reported no remaining Verizon position as of Q4 2018 after selling out during the quarter.
  • Montgomery Investment Management sold 3,780 Verizon shares in Q4 2018, an estimated $202K.
  • Montgomery Investment Management first reported a position in Verizon in Q2 2013 and held it in 4 quarters.
  • Montgomery Investment Management's Verizon position peaked at $931K in Q2 2013.
  • 2,367 funds tracked by Wall St. Rank held Verizon as of Q4 2018.

Based on Montgomery Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.