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Penseco Financial Services’s Verizon VZ Stock Holding History

Penseco Financial Services’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
Q3 		$3.25M Buy
69,726
+8,278
+13% +$404K 2.32% 11
2013
Q2 		$3.09M Buy
+61,448
New +$3.14M 2.34% 11

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

Penseco Financial Services's VZ Position: Q3 2013 in Review

Penseco Financial Services increased its Verizon (VZ) stake by 13% in Q3 2013, buying an estimated $404K and bringing the position to 69,726 shares worth $3.25M. The position accounts for 2.32% of the portfolio, ranked #11.

Penseco Financial Services first reported a position in VZ in Q2 2013 and has held it in 2 quarters since. 1,435 funds tracked by Wall St. Rank hold VZ as of Q3 2013.

  • Penseco Financial Services held 69,726 shares of Verizon worth $3.25M as of Q3 2013.
  • Penseco Financial Services bought 8,278 Verizon shares in Q3 2013, an estimated $404K.
  • Verizon made up 2.32% of Penseco Financial Services's portfolio in Q3 2013, its #11 holding.
  • Penseco Financial Services first reported a position in Verizon in Q2 2013 and has held it in 2 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Verizon as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.