WIL
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Winifred I. Li’s Verizon VZ Stock Holding History

Winifred I. Li’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
Q4 		$326K Sell
6,972
-1,922
-22% -$94K 0.31% 85
2014
Q3 		$444K Sell
8,894
-1,916
-18% -$95.2K 0.42% 74
2014
Q2 		$529K Sell
10,810
-379
-3% -$18.4K 0.45% 75
2014
Q1 		$532K Sell
11,189
-1,555
-12% -$73.5K 0.46% 78
2013
Q4 		$626K Sell
12,744
-1,055
-8% -$51.9K 0.54% 65
2013
Q3 		$644K Sell
13,799
-327
-2% -$16K 0.6% 55
2013
Q2 		$711K Buy
+14,126
New +$721K 0.66% 45

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winifred I. Li's VZ Position: Q4 2014 in Review

Winifred I. Li reduced its Verizon (VZ) stake by 22% in Q4 2014, selling an estimated $94K and leaving 6,972 shares worth $326K. The position accounts for 0.31% of the portfolio, ranked #85.

Winifred I. Li first reported a position in VZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $711K in Q2 2013. 1,810 funds tracked by Wall St. Rank hold VZ as of Q4 2014.

  • Winifred I. Li held 6,972 shares of Verizon worth $326K as of Q4 2014.
  • Winifred I. Li sold 1,922 Verizon shares in Q4 2014, an estimated $94K.
  • Verizon made up 0.31% of Winifred I. Li's portfolio in Q4 2014, its #85 holding.
  • Winifred I. Li first reported a position in Verizon in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Verizon position peaked at $711K in Q2 2013.
  • 1,810 funds tracked by Wall St. Rank held Verizon as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.