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Banyan Partners’s Verizon VZ Stock Holding History

Banyan Partners’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
2014
Q3 		$5.68M Buy
113,734
+3,593
+3% +$179K 0.48% 56
2014
Q2 		$5.39M Sell
110,141
-9,575
-8% -$464K 0.46% 62
2014
Q1 		$5.7M Buy
119,716
+25,832
+28% +$1.22M 0.49% 52
2013
Q4 		$4.61M Buy
93,884
+2,711
+3% +$133K 0.32% 70
2013
Q3 		$4.25M Buy
91,173
+80,710
+771% +$3.94M 0.38% 65
2013
Q2 		$527K Buy
+10,463
New +$534K 0.1% 127

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Banyan Partners's VZ Position: Q3 2014 in Review

Banyan Partners increased its Verizon (VZ) stake by 3.3% in Q3 2014, buying an estimated $179K and bringing the position to 113,734 shares worth $5.68M. The position accounts for 0.48% of the portfolio, ranked #56.

Banyan Partners first reported a position in VZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.7M in Q1 2014. 1,706 funds tracked by Wall St. Rank hold VZ as of Q3 2014.

  • Banyan Partners held 113,734 shares of Verizon worth $5.68M as of Q3 2014.
  • Banyan Partners bought 3,593 Verizon shares in Q3 2014, an estimated $179K.
  • Verizon made up 0.48% of Banyan Partners's portfolio in Q3 2014, its #56 holding.
  • Banyan Partners first reported a position in Verizon in Q2 2013 and has held it in 6 quarters since.
  • Banyan Partners's Verizon position peaked at $5.7M in Q1 2014.
  • 1,706 funds tracked by Wall St. Rank held Verizon as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.