Spero-Smith Investment Advisers’s Verizon VZ Stock Holding History

Spero-Smith Investment Advisers’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 Q3	$2.05M	Sell	39,509 -1,357	-3%	-$72.8K	2.76%	12
2016 Q2	$2.28M	Sell	40,866 -836	-2%	-$43.4K	2.84%	7
2016 Q1	$2.25M	Sell	41,702 -1,491	-3%	-$74.6K	2.83%	9
2015 Q4	$2M	Sell	43,193 -500	-1%	-$22.7K	2.54%	17
2015 Q3	$1.9M	Sell	43,693 -353	-0.8%	-$16.3K	2.57%	17
2015 Q2	$2.05M	Sell	44,046 -190	-0.4%	-$9.3K	2.33%	18
2015 Q1	$2.15M	Sell	44,236 -135	-0.3%	-$6.52K	2.39%	17
2014 Q4	$2.08M	Sell	44,371 -299	-0.7%	-$14.6K	2.36%	21
2014 Q3	$2.23M	Sell	44,670 -116	-0.3%	-$5.77K	2.59%	17
2014 Q2	$2.19M	Sell	44,786 -780	-2%	-$37.8K	2.48%	21
2014 Q1	$2.17M	Sell	45,566 -165	-0.4%	-$7.8K	2.56%	19
2013 Q4	$2.25M	Sell	45,731 -1,840	-4%	-$90.5K	2.57%	19
2013 Q3	$2.22M	Sell	47,571 -1,836	-4%	-$89.6K	2.76%	18
2013 Q2	$2.49M	Buy	+49,407	New	+$2.52M	3.09%	6

Other funds holding VZ

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Spero-Smith Investment Advisers's VZ Position: Q3 2016 in Review

Spero-Smith Investment Advisers reduced its Verizon (VZ) stake by 3.3% in Q3 2016, selling an estimated $72.8K and leaving 39,509 shares worth $2.05M. The position accounts for 2.76% of the portfolio, ranked #12.

Spero-Smith Investment Advisers first reported a position in VZ in Q2 2013 and has held it in 14 quarters since. The position peaked at $2.49M in Q2 2013. 1,888 funds tracked by Wall St. Rank hold VZ as of Q3 2016.

Spero-Smith Investment Advisers held 39,509 shares of Verizon worth $2.05M as of Q3 2016.
Spero-Smith Investment Advisers sold 1,357 Verizon shares in Q3 2016, an estimated $72.8K.
Verizon made up 2.76% of Spero-Smith Investment Advisers's portfolio in Q3 2016, its #12 holding.
Spero-Smith Investment Advisers first reported a position in Verizon in Q2 2013 and has held it in 14 quarters since.
Spero-Smith Investment Advisers's Verizon position peaked at $2.49M in Q2 2013.
1,888 funds tracked by Wall St. Rank held Verizon as of Q3 2016.

Based on Spero-Smith Investment Advisers's 13F filing for Q3 2016, filed 31 Oct 2016.