Taylor Wealth Management Partners’s Verizon VZ Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-900	Closed	-$51K	–	113
2018 Q4	$51K	Sell	900 -100	-10%	-$5.67K	0.03%	59
2018 Q3	$53K	Hold	1,000	–	–	0.02%	72
2018 Q2	$50K	Hold	1,000	–	–	0.02%	73
2018 Q1	$48K	Sell	1,000 -300	-23%	-$15.1K	0.02%	72
2017 Q4	$69K	Sell	1,300 -675	-34%	-$33.2K	0.03%	92
2017 Q3	$98K	Hold	1,975	–	–	0.04%	82
2017 Q2	$88K	Hold	1,975	–	–	0.04%	87
2017 Q1	$96K	Hold	1,975	–	–	0.04%	84
2016 Q4	$105K	Sell	1,975 -300	-13%	-$15K	0.05%	74
2016 Q3	$118K	Hold	2,275	–	–	0.05%	67
2016 Q2	$127K	Buy	2,275 +300	+15%	+$15.6K	0.05%	58
2016 Q1	$107K	Buy	1,975 +1,375	+229%	+$68.8K	0.05%	56
2015 Q4	$28K	Hold	600	–	–	0.01%	89
2015 Q3	$26K	Hold	600	–	–	0.01%	90
2015 Q2	$28K	Sell	600 -456	-43%	-$22.3K	0.01%	114
2015 Q1	$51K	Buy	+1,056	New	+$51K	0.02%	82

Other funds holding VZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Taylor Wealth Management Partners's VZ Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Verizon (VZ) in Q1 2019, closing a stake of 900 shares — an estimated $51K sold.

Taylor Wealth Management Partners first reported a position in VZ in Q1 2015 and held it in 16 quarters. The position peaked at $127K in Q2 2016. 2,388 funds tracked by Wall St. Rank hold VZ as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Verizon position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 900 Verizon shares in Q1 2019, an estimated $51K.
Taylor Wealth Management Partners first reported a position in Verizon in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Verizon position peaked at $127K in Q2 2016.
2,388 funds tracked by Wall St. Rank held Verizon as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.