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New York Life Trust’s Verizon VZ Stock Holding History

New York Life Trust’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
Q1 		$9K Sell
180
-3,475
-95% -$174K 0.44% 75
2016
Q4 		$195K Sell
3,655
-2,440
-40% -$122K 0.93% 25
2016
Q3 		$317K Sell
6,095
-61
-1% -$3.27K 1.57% 11
2016
Q2 		$344K Sell
6,156
-815
-12% -$42.3K 1.67% 8
2016
Q1 		$377K Sell
6,971
-556
-7% -$27.8K 1.63% 6
2015
Q4 		$348K Buy
7,527
+210
+3% +$9.54K 1.49% 9
2015
Q3 		$318K Sell
7,317
-278
-4% -$12.8K 1.41% 10
2015
Q2 		$354K Sell
7,595
-275
-3% -$13.5K 1.47% 9
2015
Q1 		$383K Sell
7,870
-66
-0.8% -$3.19K 1.52% 8
2014
Q4 		$371K Buy
7,936
+103
+1% +$5.04K 1.46% 8
2014
Q3 		$392K Buy
7,833
+83
+1% +$4.13K 1.62% 8
2014
Q2 		$379K Buy
7,750
+1,042
+16% +$50.5K 1.6% 8
2014
Q1 		$319K Buy
6,708
+1,029
+18% +$48.7K 1.41% 11
2013
Q4 		$279K Buy
5,679
+155
+3% +$7.62K 1.27% 14
2013
Q3 		$258K Sell
5,524
-600
-10% -$29.3K 1.29% 11
2013
Q2 		$308K Buy
+6,124
New +$313K 1.42% 13

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New York Life Trust's VZ Position: Q1 2017 in Review

New York Life Trust reduced its Verizon (VZ) stake by 95% in Q1 2017, selling an estimated $174K and leaving 180 shares worth $9K. The position accounts for 0.44% of the portfolio, ranked #75.

New York Life Trust first reported a position in VZ in Q2 2013 and has held it in 16 quarters since. The position peaked at $392K in Q3 2014. 1,975 funds tracked by Wall St. Rank hold VZ as of Q1 2017.

  • New York Life Trust held 180 shares of Verizon worth $9K as of Q1 2017.
  • New York Life Trust sold 3,475 Verizon shares in Q1 2017, an estimated $174K.
  • Verizon made up 0.44% of New York Life Trust's portfolio in Q1 2017, its #75 holding.
  • New York Life Trust first reported a position in Verizon in Q2 2013 and has held it in 16 quarters since.
  • New York Life Trust's Verizon position peaked at $392K in Q3 2014.
  • 1,975 funds tracked by Wall St. Rank held Verizon as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.