Emerson Investment Management’s Verizon VZ Stock Holding History

Emerson Investment Management’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
2016 Q1	$8.42M	Buy	155,702 +1,115	+0.7%	+$55.8K	1.6%	23
2015 Q4	$7.14M	Sell	154,587 -5,108	-3%	-$232K	1.4%	33
2015 Q3	$6.95M	Sell	159,695 -6,170	-4%	-$285K	1.39%	27
2015 Q2	$7.73M	Buy	165,865 +86,760	+110%	+$4.25M	1.45%	26
2015 Q1	$3.85M	Buy	79,105 +23,524	+42%	+$1.14M	0.7%	59
2014 Q4	$2.6M	Buy	55,581 +9,635	+21%	+$471K	0.51%	66
2014 Q3	$2.3M	Buy	45,946 +3,474	+8%	+$173K	0.45%	78
2014 Q2	$2.08M	Sell	42,472 -4,713	-10%	-$228K	0.41%	76
2014 Q1	$2.25M	Buy	47,185 +1,608	+4%	+$76K	0.46%	73
2013 Q4	$2.24M	Sell	45,577 -670	-1%	-$32.9K	0.47%	66
2013 Q3	$2.16M	Sell	46,247 -2,565	-5%	-$125K	0.48%	65
2013 Q2	$2.46M	Buy	+48,812	New	+$2.49M	0.57%	60

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

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

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

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

Emerson Investment Management's VZ Position: Q1 2016 in Review

Emerson Investment Management increased its Verizon (VZ) stake by 0.72% in Q1 2016, buying an estimated $55.8K and bringing the position to 155,702 shares worth $8.42M. The position accounts for 1.6% of the portfolio, ranked #23.

Emerson Investment Management first reported a position in VZ in Q2 2013 and has held it in 12 quarters since. 1,903 funds tracked by Wall St. Rank hold VZ as of Q1 2016.

Emerson Investment Management held 155,702 shares of Verizon worth $8.42M as of Q1 2016.
Emerson Investment Management bought 1,115 Verizon shares in Q1 2016, an estimated $55.8K.
Verizon made up 1.6% of Emerson Investment Management's portfolio in Q1 2016, its #23 holding.
Emerson Investment Management first reported a position in Verizon in Q2 2013 and has held it in 12 quarters since.
1,903 funds tracked by Wall St. Rank held Verizon as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.