PacWest Financial Management’s Verizon VZ Stock Holding History

PacWest Financial 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
2016 Q4	$37.5M	Buy	70,319 +1,297	+2%	+$64.8K	2.22%	9
2016 Q3	$3.59M	Sell	69,022 -272	-0.4%	-$14.6K	2.2%	10
2016 Q2	$3.87M	Buy	69,294 +1,545	+2%	+$80.1K	2.42%	8
2016 Q1	$3.66M	Buy	67,749 +1,666	+3%	+$83.3K	2.36%	8
2015 Q4	$3.05M	Buy	66,083 +7,645	+13%	+$347K	2.04%	11
2015 Q3	$2.54M	Buy	58,438 +12,323	+27%	+$569K	1.88%	12
2015 Q2	$2.15M	Buy	46,115 +4,250	+10%	+$208K	1.51%	18
2015 Q1	$2.04M	Buy	41,865 +7,275	+21%	+$351K	1.44%	25
2014 Q4	$1.62M	Buy	34,590 +4,032	+13%	+$197K	1.15%	44
2014 Q3	$1.53M	Buy	30,558 +305	+1%	+$15.2K	1.14%	40
2014 Q2	$1.48M	Buy	30,253 +995	+3%	+$48.2K	1.1%	41
2014 Q1	$1.39M	Buy	29,258 +4,160	+17%	+$197K	1.08%	40
2013 Q4	$1.23K	Buy	25,098 +16,240	+183%	+$799K	0.37%	47
2013 Q3	$413K	Hold	8,858	–	–	0.36%	76
2013 Q2	$446K	Buy	+8,858	New	+$452K	0.42%	68

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

PacWest Financial Management's VZ Position: Q4 2016 in Review

PacWest Financial Management increased its Verizon (VZ) stake by 1.9% in Q4 2016, buying an estimated $64.8K and bringing the position to 70,319 shares worth $37.5M. The position accounts for 2.22% of the portfolio, ranked #9.

PacWest Financial Management first reported a position in VZ in Q2 2013 and has held it in 15 quarters since. 1,993 funds tracked by Wall St. Rank hold VZ as of Q4 2016.

PacWest Financial Management held 70,319 shares of Verizon worth $37.5M as of Q4 2016.
PacWest Financial Management bought 1,297 Verizon shares in Q4 2016, an estimated $64.8K.
Verizon made up 2.22% of PacWest Financial Management's portfolio in Q4 2016, its #9 holding.
PacWest Financial Management first reported a position in Verizon in Q2 2013 and has held it in 15 quarters since.
1,993 funds tracked by Wall St. Rank held Verizon as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.