Guardian Investor Services’s Verizon VZ Stock Holding History

Guardian Investor Services’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	$1.4M	Sell	28,687 -24	-0.1%	-$1.16K	1.1%	12
2014 Q4	$1.34M	Sell	28,711 -692	-2%	-$33.9K	1.06%	13
2014 Q3	$1.47M	Sell	29,403 -1,400	-5%	-$69.6K	1.18%	12
2014 Q2	$1.51M	Buy	30,803 +8,736	+40%	+$423K	1.16%	12
2014 Q1	$1.05M	Sell	22,067 -855	-4%	-$40.4K	0.81%	20
2013 Q4	$1.13M	Hold	22,922	–	–	0.86%	21
2013 Q3	$1.07M	Sell	22,922 -296	-1%	-$14.4K	0.89%	20
2013 Q2	$1.17M	Buy	+23,218	New	+$1.18M	1%	17

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

Guardian Investor Services's VZ Position: Q1 2015 in Review

Guardian Investor Services reduced its Verizon (VZ) stake by 0.08% in Q1 2015, selling an estimated $1.16K and leaving 28,687 shares worth $1.4M. The position accounts for 1.1% of the portfolio, ranked #12.

Guardian Investor Services first reported a position in VZ in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.51M in Q2 2014. 1,793 funds tracked by Wall St. Rank hold VZ as of Q1 2015.

Guardian Investor Services held 28,687 shares of Verizon worth $1.4M as of Q1 2015.
Guardian Investor Services sold 24 Verizon shares in Q1 2015, an estimated $1.16K.
Verizon made up 1.1% of Guardian Investor Services's portfolio in Q1 2015, its #12 holding.
Guardian Investor Services first reported a position in Verizon in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Verizon position peaked at $1.51M in Q2 2014.
1,793 funds tracked by Wall St. Rank held Verizon as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.