Tiedemann Trust’s Verizon VZ Stock Holding History

Tiedemann Trust’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	–	Sell	-5,106	Closed	-$238K	–	83
2013 Q3	$238K	Hold	5,106	–	–	0.04%	61
2013 Q2	$257K	Buy	+5,106	New	+$261K	0.04%	100

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Tiedemann Trust's VZ Position: Q4 2013 in Review

Tiedemann Trust sold out of Verizon (VZ) in Q4 2013, closing a stake of 5,106 shares — an estimated $238K sold.

Tiedemann Trust first reported a position in VZ in Q2 2013 and held it in 2 quarters. The position peaked at $257K in Q2 2013. 1,543 funds tracked by Wall St. Rank hold VZ as of Q4 2013.

Tiedemann Trust reported no remaining Verizon position as of Q4 2013 after selling out during the quarter.
Tiedemann Trust sold 5,106 Verizon shares in Q4 2013, an estimated $238K.
Tiedemann Trust first reported a position in Verizon in Q2 2013 and held it in 2 quarters.
Tiedemann Trust's Verizon position peaked at $257K in Q2 2013.
1,543 funds tracked by Wall St. Rank held Verizon as of Q4 2013.

Based on Tiedemann Trust's 13F filing for Q4 2013, filed 10 Feb 2014.