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Retirement Design & Management’s Verizon VZ Stock Holding History

Retirement Design & 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
Q3 		– Sell
-32,619
Closed -$1.82M – 63
2016
Q2 		$1.82M Buy
32,619
+2,767
+9% +$144K 1.14% 20
2016
Q1 		$1.61M Sell
29,852
-578
-2% -$28.9K 1.15% 23
2015
Q4 		$1.41M Sell
30,430
-1,072
-3% -$48.7K 0.78% 31
2015
Q3 		$1.37M Buy
31,502
+1
+0% +$46 1.42% 21
2015
Q2 		$1.47M Sell
31,501
-3,984
-11% -$195K 1.26% 22
2015
Q1 		$1.72M Sell
35,485
-3,712
-9% -$179K 1.5% 21
2014
Q4 		$1.83M Buy
+39,197
New +$1.92M 1.39% 21

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Design & Management's VZ Position: Q3 2016 in Review

Retirement Design & Management sold out of Verizon (VZ) in Q3 2016, closing a stake of 32,619 shares — an estimated $1.82M sold.

Retirement Design & Management first reported a position in VZ in Q4 2014 and held it in 7 quarters. The position peaked at $1.83M in Q4 2014. 1,887 funds tracked by Wall St. Rank hold VZ as of Q3 2016.

  • Retirement Design & Management reported no remaining Verizon position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 32,619 Verizon shares in Q3 2016, an estimated $1.82M.
  • Retirement Design & Management first reported a position in Verizon in Q4 2014 and held it in 7 quarters.
  • Retirement Design & Management's Verizon position peaked at $1.83M in Q4 2014.
  • 1,887 funds tracked by Wall St. Rank held Verizon as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.