American Economic Planning Group’s Visa V Stock Holding History

American Economic Planning 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
2019 Q3	$318K	Sell	1,811 -107	-6%	-$19.1K	0.09%	61
2019 Q2	$333K	Sell	1,918 -376	-16%	-$61.6K	0.1%	58
2019 Q1	$358K	Sell	2,294 -425	-16%	-$61.2K	0.11%	53
2018 Q4	$359K	Hold	2,719	–	–	0.12%	52
2018 Q3	$408K	Sell	2,719 -24	-0.9%	-$3.41K	0.14%	42
2018 Q2	$363K	Sell	2,743 -125	-4%	-$16.1K	0.13%	46
2018 Q1	$343K	Sell	2,868 -230	-7%	-$27.9K	0.13%	58
2017 Q4	$353K	Buy	+3,098	New	+$342K	0.13%	56

Other funds holding V

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Economic Planning Group's V Position: Q3 2019 in Review

American Economic Planning Group reduced its Visa (V) stake by 5.6% in Q3 2019, selling an estimated $19.1K and leaving 1,811 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #61.

American Economic Planning Group first reported a position in V in Q4 2017 and has held it in 8 quarters since. The position peaked at $408K in Q3 2018. 2,430 funds tracked by Wall St. Rank hold V as of Q3 2019.

American Economic Planning Group held 1,811 shares of Visa worth $318K as of Q3 2019.
American Economic Planning Group sold 107 Visa shares in Q3 2019, an estimated $19.1K.
Visa made up 0.09% of American Economic Planning Group's portfolio in Q3 2019, its #61 holding.
American Economic Planning Group first reported a position in Visa in Q4 2017 and has held it in 8 quarters since.
American Economic Planning Group's Visa position peaked at $408K in Q3 2018.
2,430 funds tracked by Wall St. Rank held Visa as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.