DW Partners’s Verizon VZ Stock Holding History

DW 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	–	Sell	-52,600	Closed	-$2.58M	–	50
2014 Q2	$2.58M	Hold	52,600	–	–	0.29%	49
2014 Q1	$2.51M	Buy	+52,600	New	+$2.49M	0.32%	40

Other funds holding VZ

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DW Partners's VZ Position: Q3 2014 in Review

DW Partners sold out of Verizon (VZ) in Q3 2014, closing a stake of 52,600 shares — an estimated $2.58M sold.

DW Partners first reported a position in VZ in Q1 2014 and held it in 2 quarters. The position peaked at $2.58M in Q2 2014. 1,706 funds tracked by Wall St. Rank hold VZ as of Q3 2014.

DW Partners reported no remaining Verizon position as of Q3 2014 after selling out during the quarter.
DW Partners sold 52,600 Verizon shares in Q3 2014, an estimated $2.58M.
DW Partners first reported a position in Verizon in Q1 2014 and held it in 2 quarters.
DW Partners's Verizon position peaked at $2.58M in Q2 2014.
1,706 funds tracked by Wall St. Rank held Verizon as of Q3 2014.

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