BMI Capital’s Verizon VZ Stock Holding History

BMI Capital’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 Q4	–	Sell	-17,964	Closed	-$838K	–	60
2013 Q3	$838K	Buy	17,964 +200	+1%	+$9.76K	0.52%	62
2013 Q2	$894K	Buy	+17,764	New	+$907K	0.58%	59

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BMI Capital's VZ Position: Q4 2013 in Review

BMI Capital sold out of Verizon (VZ) in Q4 2013, closing a stake of 17,964 shares — an estimated $838K sold.

BMI Capital first reported a position in VZ in Q2 2013 and held it in 2 quarters. The position peaked at $894K in Q2 2013. 1,544 funds tracked by Wall St. Rank hold VZ as of Q4 2013.

BMI Capital reported no remaining Verizon position as of Q4 2013 after selling out during the quarter.
BMI Capital sold 17,964 Verizon shares in Q4 2013, an estimated $838K.
BMI Capital first reported a position in Verizon in Q2 2013 and held it in 2 quarters.
BMI Capital's Verizon position peaked at $894K in Q2 2013.
1,544 funds tracked by Wall St. Rank held Verizon as of Q4 2013.

Based on BMI Capital's 13F filing for Q4 2013, filed 7 Feb 2014.