SCIA
VZ icon

Sanibel Captiva Investment Advisers’s Verizon VZ Stock Holding History

Sanibel Captiva Investment Advisers’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 		$813K Buy
16,538
+2,675
+19% +$132K 0.5% 61
2013
Q3 		$647K Buy
13,863
+6,441
+87% +$314K 0.5% 57
2013
Q2 		$374K Buy
+7,422
New +$379K 0.36% 59

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 $3.37T AUM 44.26% 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 16.26% 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 $609B AUM 40.19% 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

Sanibel Captiva Investment Advisers's VZ Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Verizon (VZ) stake by 19% in Q4 2013, buying an estimated $132K and bringing the position to 16,538 shares worth $813K. The position accounts for 0.5% of the portfolio, ranked #61.

Sanibel Captiva Investment Advisers first reported a position in VZ in Q2 2013 and has held it in 3 quarters since. 1,545 funds tracked by Wall St. Rank hold VZ as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 16,538 shares of Verizon worth $813K as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 2,675 Verizon shares in Q4 2013, an estimated $132K.
  • Verizon made up 0.5% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #61 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Verizon in Q2 2013 and has held it in 3 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Verizon as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.