MA
VZ icon

Menlo Advisors’s Verizon VZ Stock Holding History

Menlo Advisors’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
Q4 		– Sell
-52,821
Closed -$2.64M – 37
2014
Q3 		$2.64M Sell
52,821
-894
-2% -$44.4K 1.92% 23
2014
Q2 		$2.63M Sell
53,715
-560
-1% -$27.1K 1.89% 24
2014
Q1 		$2.58M Buy
+54,275
New +$2.57M 1.94% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Menlo Advisors's VZ Position: Q4 2014 in Review

Menlo Advisors sold out of Verizon (VZ) in Q4 2014, closing a stake of 52,821 shares — an estimated $2.64M sold.

Menlo Advisors first reported a position in VZ in Q1 2014 and held it in 3 quarters. The position peaked at $2.64M in Q3 2014. 1,810 funds tracked by Wall St. Rank hold VZ as of Q4 2014.

  • Menlo Advisors reported no remaining Verizon position as of Q4 2014 after selling out during the quarter.
  • Menlo Advisors sold 52,821 Verizon shares in Q4 2014, an estimated $2.64M.
  • Menlo Advisors first reported a position in Verizon in Q1 2014 and held it in 3 quarters.
  • Menlo Advisors's Verizon position peaked at $2.64M in Q3 2014.
  • 1,810 funds tracked by Wall St. Rank held Verizon as of Q4 2014.

Based on Menlo Advisors's 13F filing for Q4 2014, filed 16 Jan 2015.