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Robert N. Shapiro’s Verizon VZ Stock Holding History

Robert N. Shapiro’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 		$2.57M Sell
54,987
-4,004
-7% -$196K 0.51% 48
2014
Q3 		$2.95M Sell
58,991
-1,778
-3% -$88.4K 0.56% 45
2014
Q2 		$2.97M Sell
60,769
-4,342
-7% -$210K 0.56% 46
2014
Q1 		$3.1M Buy
65,111
+5,386
+9% +$255K 0.57% 41
2013
Q4 		$2.94M Buy
59,725
+780
+1% +$38.4K 0.53% 53
2013
Q3 		$2.75M Buy
58,945
+3,325
+6% +$162K 0.49% 55
2013
Q2 		$2.8M Buy
+55,620
New +$2.84M 0.59% 44

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

Robert N. Shapiro's VZ Position: Q4 2014 in Review

Robert N. Shapiro reduced its Verizon (VZ) stake by 6.8% in Q4 2014, selling an estimated $196K and leaving 54,987 shares worth $2.57M. The position accounts for 0.51% of the portfolio, ranked #48.

Robert N. Shapiro first reported a position in VZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.1M in Q1 2014. 1,808 funds tracked by Wall St. Rank hold VZ as of Q4 2014.

  • Robert N. Shapiro held 54,987 shares of Verizon worth $2.57M as of Q4 2014.
  • Robert N. Shapiro sold 4,004 Verizon shares in Q4 2014, an estimated $196K.
  • Verizon made up 0.51% of Robert N. Shapiro's portfolio in Q4 2014, its #48 holding.
  • Robert N. Shapiro first reported a position in Verizon in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Verizon position peaked at $3.1M in Q1 2014.
  • 1,808 funds tracked by Wall St. Rank held Verizon as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.