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Ground Swell Capital’s Verizon VZ Stock Holding History

Ground Swell 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
2014
Q3 		$347K Buy
6,950
+2,314
+50% +$115K 0.66% 13
2014
Q2 		$227K Buy
+4,636
New +$225K 0.44% 19

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ground Swell Capital's VZ Position: Q3 2014 in Review

Ground Swell Capital increased its Verizon (VZ) stake by 50% in Q3 2014, buying an estimated $115K and bringing the position to 6,950 shares worth $347K. The position accounts for 0.66% of the portfolio, ranked #13.

Ground Swell Capital first reported a position in VZ in Q2 2014 and has held it in 2 quarters since. 1,704 funds tracked by Wall St. Rank hold VZ as of Q3 2014.

  • Ground Swell Capital held 6,950 shares of Verizon worth $347K as of Q3 2014.
  • Ground Swell Capital bought 2,314 Verizon shares in Q3 2014, an estimated $115K.
  • Verizon made up 0.66% of Ground Swell Capital's portfolio in Q3 2014, its #13 holding.
  • Ground Swell Capital first reported a position in Verizon in Q2 2014 and has held it in 2 quarters since.
  • 1,704 funds tracked by Wall St. Rank held Verizon as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.