Atherton Lane Advisers’s Visa V Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$326K	Hold	4,200	–	–	0.02%	173
2015 Q3	$293K	Buy	4,200 +200	+5%	+$14.3K	0.02%	181
2015 Q2	$269K	Sell	4,000 -800	-17%	-$54.2K	0.01%	200
2015 Q1	$314K	Sell	4,800 -732	-13%	-$48.4K	0.02%	209
2014 Q4	$363K	Sell	5,532 -12	-0.2%	-$722	0.02%	205
2014 Q3	$296K	Sell	5,544 -6,004	-52%	-$323K	0.02%	216
2014 Q2	$608K	Sell	11,548 -400	-3%	-$20.9K	0.03%	166
2014 Q1	$645K	Sell	11,948 -1,020	-8%	-$56.7K	0.04%	93
2013 Q4	$722K	Buy	12,968 +128	+1%	+$6.45K	0.05%	88
2013 Q3	$613K	Sell	12,840 -72	-0.6%	-$3.33K	0.04%	80
2013 Q2	$590K	Buy	+12,912	New	+$565K	0.04%	83

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

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

Atherton Lane Advisers's V Position: Q4 2015 in Review

Atherton Lane Advisers held its Visa (V) position steady in Q4 2015 at 4,200 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #173.

Atherton Lane Advisers first reported a position in V in Q2 2013 and has held it in 11 quarters since. The position peaked at $722K in Q4 2013. 1,530 funds tracked by Wall St. Rank hold V as of Q4 2015.

Atherton Lane Advisers held 4,200 shares of Visa worth $326K as of Q4 2015.
Atherton Lane Advisers left its Visa share count unchanged in Q4 2015.
Visa made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #173 holding.
Atherton Lane Advisers first reported a position in Visa in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's Visa position peaked at $722K in Q4 2013.
1,530 funds tracked by Wall St. Rank held Visa as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.