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Progressive Investment Management’s Verizon VZ Stock Holding History

Progressive 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
-13,488
Closed -$658K – 50
2017
Q1 		$658K Hold
13,488
– – 0.55% 41
2016
Q4 		$720K Sell
13,488
-122
-0.9% -$6.1K 0.66% 41
2016
Q3 		$707K Sell
13,610
-512
-4% -$27.5K 0.66% 39
2016
Q2 		$789K Buy
14,122
+530
+4% +$27.5K 0.76% 39
2016
Q1 		$735K Sell
13,592
-290
-2% -$14.5K 0.75% 39
2015
Q4 		$642K Sell
13,882
-108
-0.8% -$4.9K 0.69% 36
2015
Q3 		$609K Buy
13,990
+487
+4% +$22.5K 0.7% 36
2015
Q2 		$629K Sell
13,503
-4,026
-23% -$197K 0.69% 36
2015
Q1 		$852K Sell
17,529
-172,372
-91% -$8.32M 2.94% 5
2014
Q4 		$8.88M Buy
189,901
+373
+0.2% +$18.2K 3.05% 8
2014
Q3 		$9.47M Sell
189,528
-101
-0.1% -$5.02K 3.28% 7
2014
Q2 		$9.28M Buy
189,629
+41,166
+28% +$1.99M 2.99% 5
2014
Q1 		$7.06M Buy
148,463
+148,341
+121,591% +$7.02M 2.27% 27
2013
Q4 		$6K Buy
+122
New +$6K ﹤0.01% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Progressive Investment Management sold out of Verizon (VZ) in Q2 2017, closing a stake of 13,488 shares — an estimated $658K sold.

Progressive Investment Management first reported a position in VZ in Q4 2013 and held it in 14 quarters. The position peaked at $9.47M in Q3 2014. 1,930 funds tracked by Wall St. Rank hold VZ as of Q2 2017.

  • Progressive Investment Management reported no remaining Verizon position as of Q2 2017 after selling out during the quarter.
  • Progressive Investment Management sold 13,488 Verizon shares in Q2 2017, an estimated $658K.
  • Progressive Investment Management first reported a position in Verizon in Q4 2013 and held it in 14 quarters.
  • Progressive Investment Management's Verizon position peaked at $9.47M in Q3 2014.
  • 1,930 funds tracked by Wall St. Rank held Verizon as of Q2 2017.

Based on Progressive Investment Management's 13F filing for Q2 2017, filed 4 Aug 2017.