WI
VZ icon

Wafra Inc’s Verizon VZ Stock Holding History

Wafra Inc’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 		– Sell
-98,748
Closed -$5.13M – 92
2016
Q3 		$5.13M Buy
+98,748
New +$5.3M 0.38% 59
2014
Q3 		– Sell
-200,120
Closed -$9.79M – 76
2014
Q2 		$9.79M Sell
200,120
-110,247
-36% -$5.34M 1.22% 40
2014
Q1 		$14.8M Buy
310,367
+45,367
+17% +$2.15M 1.79% 19
2013
Q4 		$13M Sell
265,000
-13,600
-5% -$669K 1.67% 19
2013
Q3 		$13M Hold
278,600
– – 1.89% 17
2013
Q2 		$14M Buy
+278,600
New +$14.2M 2.23% 13

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wafra Inc's VZ Position: Q4 2016 in Review

Wafra Inc sold out of Verizon (VZ) in Q4 2016, closing a stake of 98,748 shares — an estimated $5.13M sold.

Wafra Inc first reported a position in VZ in Q2 2013 and held it in 6 quarters. The position peaked at $14.8M in Q1 2014. 1,993 funds tracked by Wall St. Rank hold VZ as of Q4 2016.

  • Wafra Inc reported no remaining Verizon position as of Q4 2016 after selling out during the quarter.
  • Wafra Inc sold 98,748 Verizon shares in Q4 2016, an estimated $5.13M.
  • Wafra Inc first reported a position in Verizon in Q2 2013 and held it in 6 quarters.
  • Wafra Inc's Verizon position peaked at $14.8M in Q1 2014.
  • 1,993 funds tracked by Wall St. Rank held Verizon as of Q4 2016.

Based on Wafra Inc's 13F filing for Q4 2016, filed 14 Feb 2017.