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McGlinn Capital Management’s Verizon VZ Stock Holding History

McGlinn Capital 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
2013
Q4 		– Sell
-5,000
Closed -$233K – 61
2013
Q3 		$233K Buy
+5,000
New +$244K 0.57% 40

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McGlinn Capital Management's VZ Position: Q4 2013 in Review

McGlinn Capital Management sold out of Verizon (VZ) in Q4 2013, closing a stake of 5,000 shares — an estimated $233K sold.

McGlinn Capital Management first reported a position in VZ in Q3 2013 and held it in 1 quarter. The position peaked at $233K in Q3 2013. 1,545 funds tracked by Wall St. Rank hold VZ as of Q4 2013.

  • McGlinn Capital Management reported no remaining Verizon position as of Q4 2013 after selling out during the quarter.
  • McGlinn Capital Management sold 5,000 Verizon shares in Q4 2013, an estimated $233K.
  • McGlinn Capital Management first reported a position in Verizon in Q3 2013 and held it in 1 quarter.
  • McGlinn Capital Management's Verizon position peaked at $233K in Q3 2013.
  • 1,545 funds tracked by Wall St. Rank held Verizon as of Q4 2013.

Based on McGlinn Capital Management's 13F filing for Q4 2013, filed 31 Jan 2014.