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Sensible Financial Planning & Management’s Verizon VZ Stock Holding History

Sensible Financial Planning & 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
Q1 		– Sell
-200
Closed -$9K – 87
2015
Q4 		$9K Buy
+200
New +$9.08K 0.01% 66

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sensible Financial Planning & Management's VZ Position: Q1 2016 in Review

Sensible Financial Planning & Management sold out of Verizon (VZ) in Q1 2016, closing a stake of 200 shares — an estimated $9K sold.

Sensible Financial Planning & Management first reported a position in VZ in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 1,902 funds tracked by Wall St. Rank hold VZ as of Q1 2016.

  • Sensible Financial Planning & Management reported no remaining Verizon position as of Q1 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 200 Verizon shares in Q1 2016, an estimated $9K.
  • Sensible Financial Planning & Management first reported a position in Verizon in Q4 2015 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Verizon position peaked at $9K in Q4 2015.
  • 1,902 funds tracked by Wall St. Rank held Verizon as of Q1 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2016, filed 13 May 2016.