Windsor Financial Group’s Verizon VZ Stock Holding History

Windsor Financial 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 Q2	$207K	Hold	4,632	–	–	0.1%	73
2017 Q1	$226K	Hold	4,632	–	–	0.1%	68
2016 Q4	$247K	Buy	4,632 +208	+5%	+$10.4K	0.12%	67
2016 Q3	$230K	Sell	4,424 -110	-2%	-$5.9K	0.11%	69
2016 Q2	$253K	Sell	4,534 -250	-5%	-$13K	0.12%	67
2016 Q1	$259K	Hold	4,784	–	–	0.12%	68
2015 Q4	$221K	Sell	4,784 -83	-2%	-$3.77K	0.11%	71
2015 Q3	$212K	Sell	4,867 -35	-0.7%	-$1.61K	0.1%	74
2015 Q2	$228K	Buy	4,902 +83	+2%	+$4.06K	0.1%	80
2015 Q1	$234K	Hold	4,819	–	–	0.11%	79
2014 Q4	$225K	Hold	4,819	–	–	0.11%	75
2014 Q3	$241K	Sell	4,819 -616	-11%	-$30.6K	0.12%	71
2014 Q2	$266K	Buy	5,435 +114	+2%	+$5.52K	0.13%	67
2014 Q1	$253K	Hold	5,321	–	–	0.13%	69
2013 Q4	$261K	Hold	5,321	–	–	0.14%	65
2013 Q3	$248K	Hold	5,321	–	–	0.15%	65
2013 Q2	$268K	Buy	+5,321	New	+$272K	0.17%	62

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

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

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

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

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

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

Windsor Financial Group's VZ Position: Q2 2017 in Review

Windsor Financial Group held its Verizon (VZ) position steady in Q2 2017 at 4,632 shares worth $207K. The position accounts for 0.1% of the portfolio, ranked #73.

Windsor Financial Group first reported a position in VZ in Q2 2013 and has held it in 17 quarters since. The position peaked at $268K in Q2 2013. 1,929 funds tracked by Wall St. Rank hold VZ as of Q2 2017.

Windsor Financial Group held 4,632 shares of Verizon worth $207K as of Q2 2017.
Windsor Financial Group left its Verizon share count unchanged in Q2 2017.
Verizon made up 0.1% of Windsor Financial Group's portfolio in Q2 2017, its #73 holding.
Windsor Financial Group first reported a position in Verizon in Q2 2013 and has held it in 17 quarters since.
Windsor Financial Group's Verizon position peaked at $268K in Q2 2013.
1,929 funds tracked by Wall St. Rank held Verizon as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.