R.M. Sincerbeaux Capital Management’s Verizon VZ Stock Holding History

R.M. Sincerbeaux Capital 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
2019 Q4	–	Sell	-3,565	Closed	-$215K	–	51
2019 Q3	$215K	Buy	+3,565	New	+$205K	0.17%	51
2019 Q2	–	Sell	-4,065	Closed	-$240K	–	53
2019 Q1	$240K	Hold	4,065	–	–	0.19%	49
2018 Q4	$229K	Hold	4,065	–	–	0.21%	49
2018 Q3	$217K	Buy	+4,065	New	+$215K	0.18%	53
2017 Q3	–	Sell	-4,752	Closed	-$212K	–	55
2017 Q2	$212K	Hold	4,752	–	–	0.19%	53
2017 Q1	$232K	Hold	4,752	–	–	0.22%	52
2016 Q4	$254K	Hold	4,752	–	–	0.24%	52
2016 Q3	$247K	Hold	4,752	–	–	0.24%	51
2016 Q2	$265K	Sell	4,752 -133	-3%	-$6.9K	0.27%	49
2016 Q1	$264K	Buy	4,885 +131	+3%	+$6.55K	0.28%	51
2015 Q4	$220K	Sell	4,754 -1,527	-24%	-$69.3K	0.24%	49
2015 Q3	$273K	Buy	+6,281	New	+$290K	0.29%	47
2015 Q2	–	Sell	-6,150	Closed	-$299K	–	55
2015 Q1	$299K	Hold	6,150	–	–	0.27%	47
2014 Q4	$288K	Hold	6,150	–	–	0.26%	47
2014 Q3	$307K	Hold	6,150	–	–	0.28%	50
2014 Q2	$301K	Buy	+6,150	New	+$298K	0.28%	51

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

R.M. Sincerbeaux Capital Management's VZ Position: Q4 2019 in Review

R.M. Sincerbeaux Capital Management sold out of Verizon (VZ) in Q4 2019, closing a stake of 3,565 shares — an estimated $215K sold.

R.M. Sincerbeaux Capital Management first reported a position in VZ in Q2 2014 and held it in 16 quarters. The position peaked at $307K in Q3 2014. 2,617 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

R.M. Sincerbeaux Capital Management reported no remaining Verizon position as of Q4 2019 after selling out during the quarter.
R.M. Sincerbeaux Capital Management sold 3,565 Verizon shares in Q4 2019, an estimated $215K.
R.M. Sincerbeaux Capital Management first reported a position in Verizon in Q2 2014 and held it in 16 quarters.
R.M. Sincerbeaux Capital Management's Verizon position peaked at $307K in Q3 2014.
2,617 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q4 2019, filed 6 Feb 2020.