PIP
VZ icon

Palisades Investment Partners’s Verizon VZ Stock Holding History

Palisades Investment Partners’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 		$778K Sell
15,900
-5,400
-25% -$262K 1.39% 30
2014
Q1 		$1.01M Buy
21,300
+4,300
+25% +$203K 1.1% 42
2013
Q4 		$825K Sell
17,000
-5,200
-23% -$256K 0.91% 50
2013
Q3 		$1.04M Hold
22,200
– – 0.97% 47
2013
Q2 		$1.12M Buy
+22,200
New +$1.13M 1.11% 38

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Palisades Investment Partners's VZ Position: Q2 2014 in Review

Palisades Investment Partners reduced its Verizon (VZ) stake by 25% in Q2 2014, selling an estimated $262K and leaving 15,900 shares worth $778K. The position accounts for 1.39% of the portfolio, ranked #30.

Palisades Investment Partners first reported a position in VZ in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.12M in Q2 2013. 1,706 funds tracked by Wall St. Rank hold VZ as of Q2 2014.

  • Palisades Investment Partners held 15,900 shares of Verizon worth $778K as of Q2 2014.
  • Palisades Investment Partners sold 5,400 Verizon shares in Q2 2014, an estimated $262K.
  • Verizon made up 1.39% of Palisades Investment Partners's portfolio in Q2 2014, its #30 holding.
  • Palisades Investment Partners first reported a position in Verizon in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's Verizon position peaked at $1.12M in Q2 2013.
  • 1,706 funds tracked by Wall St. Rank held Verizon as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.