Westover Capital Advisors’s Verizon VZ Stock Holding History

Westover Capital 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
2015 Q3	–	Sell	-4,766	Closed	-$222K	–	98
2015 Q2	$222K	Sell	4,766 -460	-9%	-$22.5K	0.18%	82
2015 Q1	$254K	Sell	5,226 -3,169	-38%	-$153K	0.21%	84
2014 Q4	$393K	Sell	8,395 -391	-4%	-$19.1K	0.34%	70
2014 Q3	$439K	Buy	8,786 +828	+10%	+$41.2K	0.36%	71
2014 Q2	$389K	Sell	7,958 -629	-7%	-$30.5K	0.33%	71
2014 Q1	$408K	Buy	+8,587	New	+$406K	0.38%	63

Other funds holding VZ

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Westover Capital Advisors's VZ Position: Q3 2015 in Review

Westover Capital Advisors sold out of Verizon (VZ) in Q3 2015, closing a stake of 4,766 shares — an estimated $222K sold.

Westover Capital Advisors first reported a position in VZ in Q1 2014 and held it in 6 quarters. The position peaked at $439K in Q3 2014. 1,810 funds tracked by Wall St. Rank hold VZ as of Q3 2015.

Westover Capital Advisors reported no remaining Verizon position as of Q3 2015 after selling out during the quarter.
Westover Capital Advisors sold 4,766 Verizon shares in Q3 2015, an estimated $222K.
Westover Capital Advisors first reported a position in Verizon in Q1 2014 and held it in 6 quarters.
Westover Capital Advisors's Verizon position peaked at $439K in Q3 2014.
1,810 funds tracked by Wall St. Rank held Verizon as of Q3 2015.

Based on Westover Capital Advisors's 13F filing for Q3 2015, filed 29 Oct 2015.