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William Harris Investors’s Verizon VZ Stock Holding History

William Harris Investors’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
-6,518
Closed -$310K – 87
2014
Q1 		$310K Buy
6,518
+562
+9% +$26.6K 0.09% 71
2013
Q4 		$293K Hold
5,956
– – 0.09% 72
2013
Q3 		$278K Buy
+5,956
New +$291K 0.09% 74

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

William Harris Investors's VZ Position: Q2 2014 in Review

William Harris Investors sold out of Verizon (VZ) in Q2 2014, closing a stake of 6,518 shares — an estimated $310K sold.

William Harris Investors first reported a position in VZ in Q3 2013 and held it in 3 quarters. The position peaked at $310K in Q1 2014. 1,706 funds tracked by Wall St. Rank hold VZ as of Q2 2014.

  • William Harris Investors reported no remaining Verizon position as of Q2 2014 after selling out during the quarter.
  • William Harris Investors sold 6,518 Verizon shares in Q2 2014, an estimated $310K.
  • William Harris Investors first reported a position in Verizon in Q3 2013 and held it in 3 quarters.
  • William Harris Investors's Verizon position peaked at $310K in Q1 2014.
  • 1,706 funds tracked by Wall St. Rank held Verizon as of Q2 2014.

Based on William Harris Investors's 13F filing for Q2 2014, filed 7 Aug 2014.