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Merit Investment Management’s Verizon VZ Stock Holding History

Merit Investment 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 		$504K Sell
10,263
-57,997
-85% -$2.85M 0.58% 32
2013
Q3 		$3.17M Sell
68,260
-93,312
-58% -$4.56M 3.82% 11
2013
Q2 		$8.13M Buy
+161,572
New +$8.25M 7.36% 1

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

Merit Investment Management's VZ Position: Q4 2013 in Review

Merit Investment Management reduced its Verizon (VZ) stake by 85% in Q4 2013, selling an estimated $2.85M and leaving 10,263 shares worth $504K. The position accounts for 0.58% of the portfolio, ranked #32.

Merit Investment Management first reported a position in VZ in Q2 2013 and has held it in 3 quarters since. The position peaked at $8.13M in Q2 2013. 1,545 funds tracked by Wall St. Rank hold VZ as of Q4 2013.

  • Merit Investment Management held 10,263 shares of Verizon worth $504K as of Q4 2013.
  • Merit Investment Management sold 57,997 Verizon shares in Q4 2013, an estimated $2.85M.
  • Verizon made up 0.58% of Merit Investment Management's portfolio in Q4 2013, its #32 holding.
  • Merit Investment Management first reported a position in Verizon in Q2 2013 and has held it in 3 quarters since.
  • Merit Investment Management's Verizon position peaked at $8.13M in Q2 2013.
  • 1,545 funds tracked by Wall St. Rank held Verizon as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.