440 Investment Group’s Visa V Stock Holding History

440 Investment Group’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$762K	Buy	6,684 +550	+9%	+$60.7K	0.54%	55
2017 Q3	$646K	Sell	6,134 -790	-11%	-$80.1K	0.49%	61
2017 Q2	$649K	Buy	6,924 +2,490	+56%	+$231K	0.52%	48
2017 Q1	$394K	Buy	+4,434	New	+$381K	0.35%	61

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

440 Investment Group's V Position: Q4 2017 in Review

440 Investment Group increased its Visa (V) stake by 9% in Q4 2017, buying an estimated $60.7K and bringing the position to 6,684 shares worth $762K. The position accounts for 0.54% of the portfolio, ranked #55.

440 Investment Group first reported a position in V in Q1 2017 and has held it in 4 quarters since. 2,038 funds tracked by Wall St. Rank hold V as of Q4 2017.

440 Investment Group held 6,684 shares of Visa worth $762K as of Q4 2017.
440 Investment Group bought 550 Visa shares in Q4 2017, an estimated $60.7K.
Visa made up 0.54% of 440 Investment Group's portfolio in Q4 2017, its #55 holding.
440 Investment Group first reported a position in Visa in Q1 2017 and has held it in 4 quarters since.
2,038 funds tracked by Wall St. Rank held Visa as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.