Vector Wealth Management’s Verizon VZ Stock Holding History

Vector Wealth 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
2016 Q4	$450K	Buy	8,439 +1,732	+26%	+$86.6K	0.32%	45
2016 Q3	$348K	Hold	6,707	–	–	0.24%	55
2016 Q2	$374K	Buy	6,707 +253	+4%	+$13.1K	0.25%	51
2016 Q1	$349K	Sell	6,454 -17	-0.3%	-$850	0.26%	46
2015 Q4	$300K	Sell	6,471 -200	-3%	-$9.08K	0.23%	58
2015 Q3	$303K	Buy	6,671 +593	+10%	+$27.4K	0.24%	56
2015 Q2	$283K	Buy	6,078 +205	+3%	+$10K	0.22%	56
2015 Q1	$286K	Buy	5,873 +282	+5%	+$13.6K	0.23%	54
2014 Q4	$262K	Buy	5,591 +223	+4%	+$10.9K	0.2%	56
2014 Q3	$268K	Buy	5,368 +97	+2%	+$4.82K	0.2%	48
2014 Q2	$258K	Sell	5,271 -117	-2%	-$5.67K	0.19%	45
2014 Q1	$257K	Sell	5,388 -1,562	-22%	-$73.9K	0.19%	40
2013 Q4	$341K	Buy	6,950 +10	+0.1%	+$492	0.24%	33
2013 Q3	$324K	Sell	6,940 -415	-6%	-$20.3K	0.24%	40
2013 Q2	$370K	Buy	+7,355	New	+$375K	0.27%	34

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

BFA

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

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

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

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

Vector Wealth Management's VZ Position: Q4 2016 in Review

Vector Wealth Management increased its Verizon (VZ) stake by 26% in Q4 2016, buying an estimated $86.6K and bringing the position to 8,439 shares worth $450K. The position accounts for 0.32% of the portfolio, ranked #45.

Vector Wealth Management first reported a position in VZ in Q2 2013 and has held it in 15 quarters since. 1,992 funds tracked by Wall St. Rank hold VZ as of Q4 2016.

Vector Wealth Management held 8,439 shares of Verizon worth $450K as of Q4 2016.
Vector Wealth Management bought 1,732 Verizon shares in Q4 2016, an estimated $86.6K.
Verizon made up 0.32% of Vector Wealth Management's portfolio in Q4 2016, its #45 holding.
Vector Wealth Management first reported a position in Verizon in Q2 2013 and has held it in 15 quarters since.
1,992 funds tracked by Wall St. Rank held Verizon as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.