Willow Street Advisors’s Verizon VZ Stock Holding History

Willow Street 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
2013 Q3	–	Sell	-3,472	Closed	-$202K	–	152
2013 Q2	$202K	Buy	+3,472	New	+$177K	0.13%	144

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

Willow Street Advisors's VZ Position: Q3 2013 in Review

Willow Street Advisors sold out of Verizon (VZ) in Q3 2013, closing a stake of 3,472 shares — an estimated $202K sold.

Willow Street Advisors first reported a position in VZ in Q2 2013 and held it in 1 quarter. The position peaked at $202K in Q2 2013. 1,436 funds tracked by Wall St. Rank hold VZ as of Q3 2013.

Willow Street Advisors reported no remaining Verizon position as of Q3 2013 after selling out during the quarter.
Willow Street Advisors sold 3,472 Verizon shares in Q3 2013, an estimated $202K.
Willow Street Advisors first reported a position in Verizon in Q2 2013 and held it in 1 quarter.
Willow Street Advisors's Verizon position peaked at $202K in Q2 2013.
1,436 funds tracked by Wall St. Rank held Verizon as of Q3 2013.

Based on Willow Street Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.