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Simply Money Advisors’s Verizon VZ Stock Holding History

Simply Money Advisors’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
Q1 		– Sell
-1,315
Closed -$65K – 83
2013
Q4 		$65K Hold
1,315
– – 0.01% 21
2013
Q3 		$61K Sell
1,315
-1,297
-50% -$63.3K 0.01% 24
2013
Q2 		$132K Buy
+2,612
New +$133K 0.02% 36

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 $717B AUM 35.42% 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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simply Money Advisors's VZ Position: Q1 2014 in Review

Simply Money Advisors sold out of Verizon (VZ) in Q1 2014, closing a stake of 1,315 shares — an estimated $65K sold.

Simply Money Advisors first reported a position in VZ in Q2 2013 and held it in 3 quarters. The position peaked at $132K in Q2 2013. 1,741 funds tracked by Wall St. Rank hold VZ as of Q1 2014.

  • Simply Money Advisors reported no remaining Verizon position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 1,315 Verizon shares in Q1 2014, an estimated $65K.
  • Simply Money Advisors first reported a position in Verizon in Q2 2013 and held it in 3 quarters.
  • Simply Money Advisors's Verizon position peaked at $132K in Q2 2013.
  • 1,741 funds tracked by Wall St. Rank held Verizon as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.