Lilley & Co’s Verizon VZ Stock Holding History

Lilley & Co’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 Q2	$2.25M	Buy	45,947 +6,826	+17%	+$331K	1%	30
2014 Q1	$1.86M	Buy	39,121 +6,454	+20%	+$305K	0.85%	34
2013 Q4	$1.6M	Buy	32,667 +3,304	+11%	+$162K	0.75%	37
2013 Q3	$1.37M	Sell	29,363 -1,392	-5%	-$68K	0.72%	39
2013 Q2	$1.55M	Buy	+30,755	New	+$1.57M	0.84%	35

Other funds holding VZ

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lilley & Co's VZ Position: Q2 2014 in Review

Lilley & Co increased its Verizon (VZ) stake by 17% in Q2 2014, buying an estimated $331K and bringing the position to 45,947 shares worth $2.25M. The position accounts for 1% of the portfolio, ranked #30.

Lilley & Co first reported a position in VZ in Q2 2013 and has held it in 5 quarters since. 1,704 funds tracked by Wall St. Rank hold VZ as of Q2 2014.

Lilley & Co held 45,947 shares of Verizon worth $2.25M as of Q2 2014.
Lilley & Co bought 6,826 Verizon shares in Q2 2014, an estimated $331K.
Verizon made up 1% of Lilley & Co's portfolio in Q2 2014, its #30 holding.
Lilley & Co first reported a position in Verizon in Q2 2013 and has held it in 5 quarters since.
1,704 funds tracked by Wall St. Rank held Verizon as of Q2 2014.

Based on Lilley & Co's 13F filing for Q2 2014, filed 14 Jul 2014.