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Mader & Shannon Wealth Management’s Verizon VZ Stock Holding History

Mader & Shannon Wealth Management’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 		– Sell
-84,507
Closed -$4.13M – 28
2014
Q2 		$4.13M Buy
+84,507
New +$4.09M 3.18% 12

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

Mader & Shannon Wealth Management's VZ Position: Q3 2014 in Review

Mader & Shannon Wealth Management sold out of Verizon (VZ) in Q3 2014, closing a stake of 84,507 shares — an estimated $4.13M sold.

Mader & Shannon Wealth Management first reported a position in VZ in Q2 2014 and held it in 1 quarter. The position peaked at $4.13M in Q2 2014. 1,704 funds tracked by Wall St. Rank hold VZ as of Q3 2014.

  • Mader & Shannon Wealth Management reported no remaining Verizon position as of Q3 2014 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 84,507 Verizon shares in Q3 2014, an estimated $4.13M.
  • Mader & Shannon Wealth Management first reported a position in Verizon in Q2 2014 and held it in 1 quarter.
  • Mader & Shannon Wealth Management's Verizon position peaked at $4.13M in Q2 2014.
  • 1,704 funds tracked by Wall St. Rank held Verizon as of Q3 2014.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2014, filed 14 Nov 2014.