Sharkey, Howes & Javer’s Verizon VZ Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-255	Closed	-$15K	–	181
2019 Q2	$15K	Hold	255	–	–	0.01%	142
2019 Q1	$15K	Hold	255	–	–	0.01%	146
2018 Q4	$14K	Hold	255	–	–	0.01%	143
2018 Q3	$14K	Sell	255 -728	-74%	-$38.5K	0.01%	155
2018 Q2	$49K	Hold	983	–	–	0.03%	102
2018 Q1	$47K	Hold	983	–	–	0.03%	94
2017 Q4	$52K	Hold	983	–	–	0.03%	89
2017 Q3	$48K	Hold	983	–	–	0.03%	89
2017 Q2	$44K	Sell	983 -400	-29%	-$18.6K	0.02%	90
2017 Q1	$67K	Hold	1,383	–	–	0.04%	80
2016 Q4	$74K	Hold	1,383	–	–	0.04%	76
2016 Q3	$72K	Hold	1,383	–	–	0.04%	78
2016 Q2	$77K	Hold	1,383	–	–	0.05%	77
2016 Q1	$75K	Hold	1,383	–	–	0.06%	78
2015 Q4	$64K	Sell	1,383 -792	-36%	-$36K	0.04%	80
2015 Q3	$99K	Buy	2,175 +792	+57%	+$36.5K	0.08%	55
2015 Q2	$64K	Sell	1,383 -844	-38%	-$41.3K	0.05%	62
2015 Q1	$108K	Buy	+2,227	New	+$107K	0.07%	63

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management

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

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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return