SEC 13F Intelligence

Willingdon Wealth Management / VZ

Willingdon Wealth Management’s Verizon Communications Inc Position

Does Willingdon Wealth Management own Verizon Communications Inc (VZ)? Yes — 152.4K shares worth $8M (+2.06% of its 13F portfolio) as of Q1 2020, up from 151.5K shares the prior filed quarter.

Position Value
$8M
Q1 2020
Shares
152.4K
% of Portfolio
+2.06%
Quarters Held
5
currently held

Position History VZ

Reported value by quarter
Q1 ’19: $9MQ1 ’19Q2 ’19: $8MQ2 ’19Q3 ’19: $9MQ3 ’19Q4 ’19: $9MQ4 ’19Q1 ’20: $8MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020152.4K$8M+2.06%
Q4 2019151.5K$9M+1.91%
Q3 2019148.6K$9M+1.97%
Q2 2019148.0K$8M+1.96%
Q1 2019144.4K$9M+2.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of VZ.