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Tower Trust’s Verizon VZ Stock Holding History

Tower 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
2014
Q1 		$661K Buy
13,896
+1,472
+12% +$69.6K 0.42% 69
2013
Q4 		$610K Buy
12,424
+626
+5% +$30.8K 0.37% 74
2013
Q3 		$550K Sell
11,798
-1,449
-11% -$70.7K 0.37% 76
2013
Q2 		$667K Buy
+13,247
New +$676K 0.48% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tower Trust's VZ Position: Q1 2014 in Review

Tower Trust increased its Verizon (VZ) stake by 12% in Q1 2014, buying an estimated $69.6K and bringing the position to 13,896 shares worth $661K. The position accounts for 0.42% of the portfolio, ranked #69.

Tower Trust first reported a position in VZ in Q2 2013 and has held it in 4 quarters since. The position peaked at $667K in Q2 2013. 1,740 funds tracked by Wall St. Rank hold VZ as of Q1 2014.

  • Tower Trust held 13,896 shares of Verizon worth $661K as of Q1 2014.
  • Tower Trust bought 1,472 Verizon shares in Q1 2014, an estimated $69.6K.
  • Verizon made up 0.42% of Tower Trust's portfolio in Q1 2014, its #69 holding.
  • Tower Trust first reported a position in Verizon in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's Verizon position peaked at $667K in Q2 2013.
  • 1,740 funds tracked by Wall St. Rank held Verizon as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.