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Signature Financial Management’s Verizon VZ Stock Holding History

Signature Financial 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
2018
Q4 		$571K Sell
10,202
-702
-6% -$39.8K 0.14% 63
2018
Q3 		$581K Sell
10,904
-3,711
-25% -$196K 0.1% 82
2018
Q2 		$737K Buy
14,615
+3,731
+34% +$181K 0.16% 66
2018
Q1 		$518K Sell
10,884
-194
-2% -$9.75K 0.11% 81
2017
Q4 		$586K Sell
11,078
-3,162
-22% -$155K 0.16% 62
2017
Q3 		$606K Buy
14,240
+1,038
+8% +$48.8K 0.18% 71
2017
Q2 		$590K Buy
13,202
+3,298
+33% +$154K 0.19% 69
2017
Q1 		$484K Buy
9,904
+509
+5% +$25.5K 0.16% 76
2016
Q4 		$501K Sell
9,395
-421
-4% -$21K 0.19% 71
2016
Q3 		$508K Buy
9,816
+439
+5% +$23.6K 0.21% 60
2016
Q2 		$523K Sell
9,377
-491
-5% -$25.5K 0.25% 53
2016
Q1 		$534K Buy
9,868
+1,669
+20% +$83.5K 0.26% 54
2015
Q4 		$379K Sell
8,199
-1,801
-18% -$81.8K 0.18% 63
2015
Q3 		$437K Sell
10,000
-193
-2% -$8.9K 0.27% 50
2015
Q2 		$472K Buy
10,193
+1,281
+14% +$62.7K 0.31% 44
2015
Q1 		$435K Buy
8,912
+709
+9% +$34.2K 0.28% 44
2014
Q4 		$382K Sell
8,203
-3,590
-30% -$176K 0.27% 50
2014
Q3 		$590K Buy
11,793
+3,090
+36% +$154K 0.42% 34
2014
Q2 		$425K Buy
8,703
+240
+3% +$11.6K 0.32% 43
2014
Q1 		$403K Buy
8,463
+1,134
+15% +$53.6K 0.35% 46
2013
Q4 		$359K Buy
7,329
+522
+8% +$25.7K 0.28% 45
2013
Q3 		$319K Sell
6,807
-1,095
-14% -$53.5K 0.28% 47
2013
Q2 		$397K Buy
+7,902
New +$403K 0.27% 41

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

Signature Financial Management's VZ Position: Q4 2018 in Review

Signature Financial Management reduced its Verizon (VZ) stake by 6.4% in Q4 2018, selling an estimated $39.8K and leaving 10,202 shares worth $571K. The position accounts for 0.14% of the portfolio, ranked #63.

Signature Financial Management first reported a position in VZ in Q2 2013 and has held it in 23 quarters since. The position peaked at $737K in Q2 2018. 2,368 funds tracked by Wall St. Rank hold VZ as of Q4 2018.

  • Signature Financial Management held 10,202 shares of Verizon worth $571K as of Q4 2018.
  • Signature Financial Management sold 702 Verizon shares in Q4 2018, an estimated $39.8K.
  • Verizon made up 0.14% of Signature Financial Management's portfolio in Q4 2018, its #63 holding.
  • Signature Financial Management first reported a position in Verizon in Q2 2013 and has held it in 23 quarters since.
  • Signature Financial Management's Verizon position peaked at $737K in Q2 2018.
  • 2,368 funds tracked by Wall St. Rank held Verizon as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.