Trutina Financial’s Verizon VZ Stock Holding History

Trutina Financial’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	–	Sell	-1,229	Closed	-$58K	–	250
2014 Q1	$58K	Buy	+1,229	New	+$58.1K	0.04%	112
2013 Q4	–	Sell	-1,494	Closed	-$70K	–	163
2013 Q3	$70K	Sell	1,494 -2,847	-66%	-$139K	0.07%	92
2013 Q2	$219K	Buy	+4,341	New	+$222K	0.18%	67

Other funds holding VZ

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Trutina Financial's VZ Position: Q2 2014 in Review

Trutina Financial sold out of Verizon (VZ) in Q2 2014, closing a stake of 1,229 shares — an estimated $58K sold.

Trutina Financial first reported a position in VZ in Q2 2013 and held it in 3 quarters. The position peaked at $219K in Q2 2013. 1,706 funds tracked by Wall St. Rank hold VZ as of Q2 2014.

Trutina Financial reported no remaining Verizon position as of Q2 2014 after selling out during the quarter.
Trutina Financial sold 1,229 Verizon shares in Q2 2014, an estimated $58K.
Trutina Financial first reported a position in Verizon in Q2 2013 and held it in 3 quarters.
Trutina Financial's Verizon position peaked at $219K in Q2 2013.
1,706 funds tracked by Wall St. Rank held Verizon as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.