Old Mutual Customised Solutions’s Verizon VZ Stock Holding History

Old Mutual Customised Solutions’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 Q2	$13.9M	Buy	275,655 +5,600	+2%	+$271K	1.38%	6
2018 Q1	$12.9M	Buy	270,055 +13,600	+5%	+$683K	1.32%	7
2017 Q4	$13.6M	Buy	256,455 +78,500	+44%	+$3.86M	1.39%	5
2017 Q3	$8.81M	Buy	177,955 +11,300	+7%	+$532K	1.2%	10
2017 Q2	$7.44M	Buy	166,655 +3,000	+2%	+$140K	1.1%	9
2017 Q1	$7.98M	Buy	163,655 +30,955	+23%	+$1.55M	1.23%	7
2016 Q4	$7.08M	Buy	132,700 +39,600	+43%	+$1.98M	1.3%	5
2016 Q3	$4.84M	Sell	93,100 -11,800	-11%	-$633K	1.39%	7
2016 Q2	$5.86M	Buy	104,900 +2,600	+3%	+$135K	1.47%	6
2016 Q1	$5.53M	Sell	102,300 -19,400	-16%	-$970K	1.43%	5
2015 Q4	$5.63M	Sell	121,700 -4,300	-3%	-$195K	1.42%	5
2015 Q3	$5.48M	Buy	126,000 +3,600	+3%	+$166K	1.48%	3
2015 Q2	$5.71M	Buy	122,400 +4,700	+4%	+$230K	1.35%	5
2015 Q1	$5.72M	Buy	117,700 +38,900	+49%	+$1.88M	1.38%	7
2014 Q4	$3.69M	Buy	78,800 +7,400	+10%	+$362K	1.05%	14
2014 Q3	$3.57M	Sell	71,400 -10,600	-13%	-$527K	1.01%	14
2014 Q2	$4.01M	Sell	82,000 -3,500	-4%	-$170K	0.97%	15
2014 Q1	$4.07M	Buy	85,500 +16,400	+24%	+$776K	1.02%	14
2013 Q4	$3.4M	Hold	69,100	–	–	0.89%	19
2013 Q3	$3.23M	Buy	69,100 +5,400	+8%	+$264K	0.91%	19
2013 Q2	$3.21M	Buy	+63,700	New	+$3.25M	0.93%	15

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Old Mutual Customised Solutions's VZ Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Verizon (VZ) stake by 2.1% in Q2 2018, buying an estimated $271K and bringing the position to 275,655 shares worth $13.9M. The position accounts for 1.38% of the portfolio, ranked #6.

Old Mutual Customised Solutions first reported a position in VZ in Q2 2013 and has held it in 21 quarters since. 2,146 funds tracked by Wall St. Rank hold VZ as of Q2 2018.

Old Mutual Customised Solutions held 275,655 shares of Verizon worth $13.9M as of Q2 2018.
Old Mutual Customised Solutions bought 5,600 Verizon shares in Q2 2018, an estimated $271K.
Verizon made up 1.38% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #6 holding.
Old Mutual Customised Solutions first reported a position in Verizon in Q2 2013 and has held it in 21 quarters since.
2,146 funds tracked by Wall St. Rank held Verizon as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.