TWA
VZ icon

Tillar-Wenstrup Advisors’s Verizon VZ Stock Holding History

Tillar-Wenstrup Advisors’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
2017
Q1 		– Sell
-37,720
Closed -$2.01M – 53
2016
Q4 		$2.01M Sell
37,720
-1,884
-5% -$94.2K 1.7% 30
2016
Q3 		$2.06M Buy
39,604
+780
+2% +$41.9K 1.88% 23
2016
Q2 		$2.17M Buy
38,824
+582
+2% +$30.2K 2.14% 11
2016
Q1 		$2.07M Sell
38,242
-3,937
-9% -$197K 2.37% 13
2015
Q4 		$1.95M Buy
+42,179
New +$1.92M 1.93% 25

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tillar-Wenstrup Advisors's VZ Position: Q1 2017 in Review

Tillar-Wenstrup Advisors sold out of Verizon (VZ) in Q1 2017, closing a stake of 37,720 shares — an estimated $2.01M sold.

Tillar-Wenstrup Advisors first reported a position in VZ in Q4 2015 and held it in 5 quarters. The position peaked at $2.17M in Q2 2016. 1,974 funds tracked by Wall St. Rank hold VZ as of Q1 2017.

  • Tillar-Wenstrup Advisors reported no remaining Verizon position as of Q1 2017 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 37,720 Verizon shares in Q1 2017, an estimated $2.01M.
  • Tillar-Wenstrup Advisors first reported a position in Verizon in Q4 2015 and held it in 5 quarters.
  • Tillar-Wenstrup Advisors's Verizon position peaked at $2.17M in Q2 2016.
  • 1,974 funds tracked by Wall St. Rank held Verizon as of Q1 2017.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2017, filed 2 May 2017.