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Independence Trust’s Verizon VZ Stock Holding History

Independence 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
2016
Q1 		– Sell
-10,424
Closed -$482K – 68
2015
Q4 		$482K Sell
10,424
-166
-2% -$7.54K 0.63% 35
2015
Q3 		$461K Hold
10,590
– – 0.47% 44
2015
Q2 		$494K Hold
10,590
– – 0.33% 53
2015
Q1 		$515K Buy
10,590
+1,000
+10% +$48.3K 0.33% 54
2014
Q4 		$449K Buy
+9,590
New +$469K 0.27% 68

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
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 America
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independence Trust's VZ Position: Q1 2016 in Review

Independence Trust sold out of Verizon (VZ) in Q1 2016, closing a stake of 10,424 shares — an estimated $482K sold.

Independence Trust first reported a position in VZ in Q4 2014 and held it in 5 quarters. The position peaked at $515K in Q1 2015. 1,902 funds tracked by Wall St. Rank hold VZ as of Q1 2016.

  • Independence Trust reported no remaining Verizon position as of Q1 2016 after selling out during the quarter.
  • Independence Trust sold 10,424 Verizon shares in Q1 2016, an estimated $482K.
  • Independence Trust first reported a position in Verizon in Q4 2014 and held it in 5 quarters.
  • Independence Trust's Verizon position peaked at $515K in Q1 2015.
  • 1,902 funds tracked by Wall St. Rank held Verizon as of Q1 2016.

Based on Independence Trust's 13F filing for Q1 2016, filed 19 Apr 2016.