Welch Investments’s Verizon VZ Stock Holding History

Welch Investments’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 Q4	$5.05M	Sell	95,430 -404	-0.4%	-$19.9K	3.21%	12
2017 Q3	$4.74M	Buy	95,834 +6,950	+8%	+$327K	3.27%	12
2017 Q2	$3.97M	Buy	88,884 +10,105	+13%	+$471K	2.95%	27
2017 Q1	$3.84M	Buy	78,779 +7,021	+10%	+$352K	3.04%	27
2016 Q4	$3.83M	Buy	+71,758	New	+$3.59M	3.35%	8

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

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

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

Welch Investments's VZ Position: Q4 2017 in Review

Welch Investments reduced its Verizon (VZ) stake by 0.42% in Q4 2017, selling an estimated $19.9K and leaving 95,430 shares worth $5.05M. The position accounts for 3.21% of the portfolio, ranked #12.

Welch Investments first reported a position in VZ in Q4 2016 and has held it in 5 quarters since. 2,131 funds tracked by Wall St. Rank hold VZ as of Q4 2017.

Welch Investments held 95,430 shares of Verizon worth $5.05M as of Q4 2017.
Welch Investments sold 404 Verizon shares in Q4 2017, an estimated $19.9K.
Verizon made up 3.21% of Welch Investments's portfolio in Q4 2017, its #12 holding.
Welch Investments first reported a position in Verizon in Q4 2016 and has held it in 5 quarters since.
2,131 funds tracked by Wall St. Rank held Verizon as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.