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Placemark Investments’s Verizon VZ Stock Holding History

Placemark Investments’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 		$19.9M Buy
424,515
+59,001
+16% +$2.89M 0.35% 55
2014
Q3 		$18.3M Buy
365,514
+83,813
+30% +$4.17M 0.34% 57
2014
Q2 		$13.8M Buy
281,701
+78,716
+39% +$3.81M 0.25% 85
2014
Q1 		$9.65M Buy
202,985
+29,607
+17% +$1.4M 0.18% 123
2013
Q4 		$8.52M Buy
173,378
+32,970
+23% +$1.62M 0.14% 180
2013
Q3 		$6.55M Buy
140,408
+10,720
+8% +$523K 0.12% 196
2013
Q2 		$6.53M Buy
+129,688
New +$6.62M 0.14% 189

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

Placemark Investments's VZ Position: Q4 2014 in Review

Placemark Investments increased its Verizon (VZ) stake by 16% in Q4 2014, buying an estimated $2.89M and bringing the position to 424,515 shares worth $19.9M. The position accounts for 0.35% of the portfolio, ranked #55.

Placemark Investments first reported a position in VZ in Q2 2013 and has held it in 7 quarters since. 1,810 funds tracked by Wall St. Rank hold VZ as of Q4 2014.

  • Placemark Investments held 424,515 shares of Verizon worth $19.9M as of Q4 2014.
  • Placemark Investments bought 59,001 Verizon shares in Q4 2014, an estimated $2.89M.
  • Verizon made up 0.35% of Placemark Investments's portfolio in Q4 2014, its #55 holding.
  • Placemark Investments first reported a position in Verizon in Q2 2013 and has held it in 7 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Verizon as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.