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Belmont Global Advisors’s Verizon VZ Stock Holding History

Belmont Global Advisors’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
Q1 		– Sell
-10,400
Closed -$511K – 141
2013
Q4 		$511K Buy
+10,400
New +$511K 0.41% 70

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Belmont Global Advisors's VZ Position: Q1 2014 in Review

Belmont Global Advisors sold out of Verizon (VZ) in Q1 2014, closing a stake of 10,400 shares — an estimated $511K sold.

Belmont Global Advisors first reported a position in VZ in Q4 2013 and held it in 1 quarter. The position peaked at $511K in Q4 2013. 1,741 funds tracked by Wall St. Rank hold VZ as of Q1 2014.

  • Belmont Global Advisors reported no remaining Verizon position as of Q1 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 10,400 Verizon shares in Q1 2014, an estimated $511K.
  • Belmont Global Advisors first reported a position in Verizon in Q4 2013 and held it in 1 quarter.
  • Belmont Global Advisors's Verizon position peaked at $511K in Q4 2013.
  • 1,741 funds tracked by Wall St. Rank held Verizon as of Q1 2014.

Based on Belmont Global Advisors's 13F filing for Q1 2014, filed 13 May 2014.