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Ullmann Wealth Partners Group’s Verizon VZ Stock Holding History

Ullmann Wealth Partners Group’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
Q3 		– Sell
-293
Closed -$13K – 139
2017
Q2 		$13K Hold
293
– – 0.01% 134
2017
Q1 		$14K Buy
+293
New +$14.7K 0.01% 124

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Ullmann Wealth Partners Group's VZ Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Verizon (VZ) in Q3 2017, closing a stake of 293 shares — an estimated $13K sold.

Ullmann Wealth Partners Group first reported a position in VZ in Q1 2017 and held it in 2 quarters. The position peaked at $14K in Q1 2017. 1,918 funds tracked by Wall St. Rank hold VZ as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Verizon position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 293 Verizon shares in Q3 2017, an estimated $13K.
  • Ullmann Wealth Partners Group first reported a position in Verizon in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Verizon position peaked at $14K in Q1 2017.
  • 1,918 funds tracked by Wall St. Rank held Verizon as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.