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Robertson Stephens Advisors’s Verizon VZ Stock Holding History

Robertson Stephens 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
2017
Q1 		– Sell
-5,123
Closed -$273K – 143
2016
Q4 		$273K Buy
+5,123
New +$256K 0.16% 117

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robertson Stephens Advisors's VZ Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of Verizon (VZ) in Q1 2017, closing a stake of 5,123 shares — an estimated $273K sold.

Robertson Stephens Advisors first reported a position in VZ in Q4 2016 and held it in 1 quarter. The position peaked at $273K in Q4 2016. 1,974 funds tracked by Wall St. Rank hold VZ as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining Verizon position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 5,123 Verizon shares in Q1 2017, an estimated $273K.
  • Robertson Stephens Advisors first reported a position in Verizon in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's Verizon position peaked at $273K in Q4 2016.
  • 1,974 funds tracked by Wall St. Rank held Verizon as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.