Wharton Business Group’s Verizon VZ Stock Holding History

Wharton Business 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 Q1	–	Sell	-4,613	Closed	-$246K	–	119
2016 Q4	$246K	Buy	4,613 +185	+4%	+$9.25K	0.03%	102
2016 Q3	$230K	Hold	4,428	–	–	0.03%	109
2016 Q2	$247K	Sell	4,428 -397	-8%	-$20.6K	0.03%	115
2016 Q1	$261K	Sell	4,825 -73	-1%	-$3.65K	0.03%	114
2015 Q4	$226K	Sell	4,898 -1,400	-22%	-$63.6K	0.02%	117
2015 Q3	$274K	Sell	6,298 -3,005	-32%	-$139K	0.03%	113
2015 Q2	$434	Sell	9,303 -10,790	-54%	-$528K	0.03%	109
2015 Q1	$977K	Buy	20,093 +9,430	+88%	+$455K	0.08%	98
2014 Q4	$499K	Buy	10,663 +100	+0.9%	+$4.89K	0.04%	111
2014 Q3	$528K	Buy	10,563 +4,615	+78%	+$229K	0.05%	119
2014 Q2	$291K	Buy	+5,948	New	+$288K	0.03%	126

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wharton Business Group's VZ Position: Q1 2017 in Review

Wharton Business Group sold out of Verizon (VZ) in Q1 2017, closing a stake of 4,613 shares — an estimated $246K sold.

Wharton Business Group first reported a position in VZ in Q2 2014 and held it in 11 quarters. The position peaked at $977K in Q1 2015. 1,974 funds tracked by Wall St. Rank hold VZ as of Q1 2017.

Wharton Business Group reported no remaining Verizon position as of Q1 2017 after selling out during the quarter.
Wharton Business Group sold 4,613 Verizon shares in Q1 2017, an estimated $246K.
Wharton Business Group first reported a position in Verizon in Q2 2014 and held it in 11 quarters.
Wharton Business Group's Verizon position peaked at $977K in Q1 2015.
1,974 funds tracked by Wall St. Rank held Verizon as of Q1 2017.

Based on Wharton Business Group's 13F filing for Q1 2017, filed 8 May 2017.