Strategic Capital Group’s Verizon VZ Stock Holding History

Strategic Capital Group’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 Q2	$319K	Sell	6,513 -4,805	-42%	-$233K	0.1%	118
2014 Q1	$538K	Buy	11,318 +5,472	+94%	+$259K	0.17%	103
2013 Q4	$287K	Sell	5,846 -417	-7%	-$20.5K	0.22%	93
2013 Q3	$292K	Buy	6,263 +52	+0.8%	+$2.54K	0.11%	133
2013 Q2	$313K	Buy	+6,211	New	+$317K	0.16%	115

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Capital Group's VZ Position: Q2 2014 in Review

Strategic Capital Group reduced its Verizon (VZ) stake by 42% in Q2 2014, selling an estimated $233K and leaving 6,513 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #118.

Strategic Capital Group first reported a position in VZ in Q2 2013 and has held it in 5 quarters since. The position peaked at $538K in Q1 2014. 1,704 funds tracked by Wall St. Rank hold VZ as of Q2 2014.

Strategic Capital Group held 6,513 shares of Verizon worth $319K as of Q2 2014.
Strategic Capital Group sold 4,805 Verizon shares in Q2 2014, an estimated $233K.
Verizon made up 0.1% of Strategic Capital Group's portfolio in Q2 2014, its #118 holding.
Strategic Capital Group first reported a position in Verizon in Q2 2013 and has held it in 5 quarters since.
Strategic Capital Group's Verizon position peaked at $538K in Q1 2014.
1,704 funds tracked by Wall St. Rank held Verizon as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.