AIC
VZ icon

Ambs Investment Counsel’s Verizon VZ Stock Holding History

Ambs Investment Counsel’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
2013
Q3 		$4.9M Sell
105,033
-41,235
-28% -$2.01M 2.93% 3
2013
Q2 		$7.36M Buy
+146,268
New +$7.46M 3.36% 3

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ambs Investment Counsel's VZ Position: Q3 2013 in Review

Ambs Investment Counsel reduced its Verizon (VZ) stake by 28% in Q3 2013, selling an estimated $2.01M and leaving 105,033 shares worth $4.9M. The position accounts for 2.93% of the portfolio, ranked #3.

Ambs Investment Counsel first reported a position in VZ in Q2 2013 and has held it in 2 quarters since. The position peaked at $7.36M in Q2 2013. 1,435 funds tracked by Wall St. Rank hold VZ as of Q3 2013.

  • Ambs Investment Counsel held 105,033 shares of Verizon worth $4.9M as of Q3 2013.
  • Ambs Investment Counsel sold 41,235 Verizon shares in Q3 2013, an estimated $2.01M.
  • Verizon made up 2.93% of Ambs Investment Counsel's portfolio in Q3 2013, its #3 holding.
  • Ambs Investment Counsel first reported a position in Verizon in Q2 2013 and has held it in 2 quarters since.
  • Ambs Investment Counsel's Verizon position peaked at $7.36M in Q2 2013.
  • 1,435 funds tracked by Wall St. Rank held Verizon as of Q3 2013.

Based on Ambs Investment Counsel's 13F filing for Q3 2013, filed 4 Nov 2013.