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RGT Wealth Advisors’s Verizon VZ Stock Holding History

RGT Wealth Advisors’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
Q1 		– Sell
-3,898
Closed -$206K – 112
2017
Q4 		$206K Buy
+3,898
New +$192K 0.11% 93
2017
Q1 		– Sell
-4,157
Closed -$222K – 137
2016
Q4 		$222K Buy
4,157
+40
+1% +$2K 0.12% 103
2016
Q3 		$214K Buy
+4,117
New +$221K 0.13% 102

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RGT Wealth Advisors's VZ Position: Q1 2018 in Review

RGT Wealth Advisors sold out of Verizon (VZ) in Q1 2018, closing a stake of 3,898 shares — an estimated $206K sold.

RGT Wealth Advisors first reported a position in VZ in Q3 2016 and held it in 3 quarters. The position peaked at $222K in Q4 2016. 2,122 funds tracked by Wall St. Rank hold VZ as of Q1 2018.

  • RGT Wealth Advisors reported no remaining Verizon position as of Q1 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 3,898 Verizon shares in Q1 2018, an estimated $206K.
  • RGT Wealth Advisors first reported a position in Verizon in Q3 2016 and held it in 3 quarters.
  • RGT Wealth Advisors's Verizon position peaked at $222K in Q4 2016.
  • 2,122 funds tracked by Wall St. Rank held Verizon as of Q1 2018.

Based on RGT Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.