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Wilson Kemp & Associates’s Verizon VZ Stock Holding History

Wilson Kemp & Associates’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
Q3 		$224K Sell
4,479
-8,063
-64% -$401K 2.04% 23
2014
Q2 		$614K Sell
12,542
-400
-3% -$19.4K 2.2% 15
2014
Q1 		$616K Sell
12,942
-3,709
-22% -$175K 1.6% 22
2013
Q4 		$818K Buy
16,651
+139
+0.8% +$6.83K 1.57% 23
2013
Q3 		$771K Sell
16,512
-11,408
-41% -$557K 1.7% 21
2013
Q2 		$1.41M Buy
+27,920
New +$1.42M 1.34% 23

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wilson Kemp & Associates's VZ Position: Q3 2014 in Review

Wilson Kemp & Associates reduced its Verizon (VZ) stake by 64% in Q3 2014, selling an estimated $401K and leaving 4,479 shares worth $224K. The position accounts for 2.04% of the portfolio, ranked #23.

Wilson Kemp & Associates first reported a position in VZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2013. 1,706 funds tracked by Wall St. Rank hold VZ as of Q3 2014.

  • Wilson Kemp & Associates held 4,479 shares of Verizon worth $224K as of Q3 2014.
  • Wilson Kemp & Associates sold 8,063 Verizon shares in Q3 2014, an estimated $401K.
  • Verizon made up 2.04% of Wilson Kemp & Associates's portfolio in Q3 2014, its #23 holding.
  • Wilson Kemp & Associates first reported a position in Verizon in Q2 2013 and has held it in 6 quarters since.
  • Wilson Kemp & Associates's Verizon position peaked at $1.41M in Q2 2013.
  • 1,706 funds tracked by Wall St. Rank held Verizon as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.