Boston Private Bank & Trust’s Verizon VZ Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$17.9M	Buy	368,218 +10,437	+3%	+$504K	0.83%	36
2014 Q4	$16.7M	Buy	357,781 +11,047	+3%	+$540K	0.78%	39
2014 Q3	$17.3M	Buy	346,734 +67,357	+24%	+$3.35M	0.84%	33
2014 Q2	$13.7M	Buy	279,377 +3,316	+1%	+$161K	0.66%	48
2014 Q1	$13.1M	Buy	276,061 +40,312	+17%	+$1.91M	0.67%	51
2013 Q4	$11.6M	Buy	235,749 +25,505	+12%	+$1.25M	0.58%	59
2013 Q3	$9.81M	Buy	210,244 +96,502	+85%	+$4.71M	0.54%	62
2013 Q2	$5.73M	Buy	+113,742	New	+$5.8M	0.33%	93

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Boston Private Bank & Trust's VZ Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Verizon (VZ) stake by 2.9% in Q1 2015, buying an estimated $504K and bringing the position to 368,218 shares worth $17.9M. The position accounts for 0.83% of the portfolio, ranked #36.

Boston Private Bank & Trust first reported a position in VZ in Q2 2013 and has held it in 8 quarters since. 1,793 funds tracked by Wall St. Rank hold VZ as of Q1 2015.

Boston Private Bank & Trust held 368,218 shares of Verizon worth $17.9M as of Q1 2015.
Boston Private Bank & Trust bought 10,437 Verizon shares in Q1 2015, an estimated $504K.
Verizon made up 0.83% of Boston Private Bank & Trust's portfolio in Q1 2015, its #36 holding.
Boston Private Bank & Trust first reported a position in Verizon in Q2 2013 and has held it in 8 quarters since.
1,793 funds tracked by Wall St. Rank held Verizon as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.