Watermark Asset Management’s Verizon VZ Stock Holding History

Watermark Asset 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
2018 Q4	$20K	Buy	358 +161	+82%	+$9.13K	0.01%	138
2018 Q3	$11K	Hold	197	–	–	﹤0.01%	158
2018 Q2	$10K	Hold	197	–	–	﹤0.01%	161
2018 Q1	$9K	Hold	197	–	–	﹤0.01%	175
2017 Q4	$10K	Hold	197	–	–	﹤0.01%	173
2017 Q3	$10K	Sell	197 -368	-65%	-$17.3K	﹤0.01%	170
2017 Q2	$25K	Hold	565	–	–	0.01%	130
2017 Q1	$28K	Buy	+565	New	+$28.3K	0.01%	122

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Watermark Asset Management's VZ Position: Q4 2018 in Review

Watermark Asset Management increased its Verizon (VZ) stake by 82% in Q4 2018, buying an estimated $9.13K and bringing the position to 358 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #138.

Watermark Asset Management first reported a position in VZ in Q1 2017 and has held it in 8 quarters since. The position peaked at $28K in Q1 2017. 2,367 funds tracked by Wall St. Rank hold VZ as of Q4 2018.

Watermark Asset Management held 358 shares of Verizon worth $20K as of Q4 2018.
Watermark Asset Management bought 161 Verizon shares in Q4 2018, an estimated $9.13K.
Verizon made up 0.01% of Watermark Asset Management's portfolio in Q4 2018, its #138 holding.
Watermark Asset Management first reported a position in Verizon in Q1 2017 and has held it in 8 quarters since.
Watermark Asset Management's Verizon position peaked at $28K in Q1 2017.
2,367 funds tracked by Wall St. Rank held Verizon as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.