Lubar & Co’s Verizon VZ Stock Holding History

Lubar & 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	–	Sell	-7,809	Closed	-$371K	–	36
2014 Q1	$371K	Sell	7,809 -2,193	-22%	-$104K	0.31%	9
2013 Q4	$491K	Buy	10,002 +102	+1%	+$5.02K	0.38%	20
2013 Q3	$462K	Buy	9,900 +3,928	+66%	+$192K	0.43%	19
2013 Q2	$301K	Buy	+5,972	New	+$305K	0.32%	12

Other funds holding VZ

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Lubar & Co sold out of Verizon (VZ) in Q2 2014, closing a stake of 7,809 shares — an estimated $371K sold.

Lubar & Co first reported a position in VZ in Q2 2013 and held it in 4 quarters. The position peaked at $491K in Q4 2013. 1,706 funds tracked by Wall St. Rank hold VZ as of Q2 2014.

Lubar & Co reported no remaining Verizon position as of Q2 2014 after selling out during the quarter.
Lubar & Co sold 7,809 Verizon shares in Q2 2014, an estimated $371K.
Lubar & Co first reported a position in Verizon in Q2 2013 and held it in 4 quarters.
Lubar & Co's Verizon position peaked at $491K in Q4 2013.
1,706 funds tracked by Wall St. Rank held Verizon as of Q2 2014.

Based on Lubar & Co's 13F filing for Q2 2014, filed 13 Aug 2014.