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Axel Capital Management’s Visa V Stock Holding History

Axel Capital Management’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
Q2 		– Sell
-240
Closed -$16K – 37
2015
Q1 		$16K Hold
240
– – 0.01% 36
2014
Q4 		$16K Hold
240
– – 0.02% 36
2014
Q3 		$13K Hold
240
– – 0.01% 34
2014
Q2 		$13K Hold
240
– – 0.02% 33
2014
Q1 		$13K Hold
240
– – 0.03% 41
2013
Q4 		$13K Hold
240
– – 0.06% 31
2013
Q3 		$11K Hold
240
– – 0.29% 22
2013
Q2 		$11K Buy
+240
New +$10.5K 1.37% 22

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axel Capital Management's V Position: Q2 2015 in Review

Axel Capital Management sold out of Visa (V) in Q2 2015, closing a stake of 240 shares — an estimated $16K sold.

Axel Capital Management first reported a position in V in Q2 2013 and held it in 8 quarters. The position peaked at $16K in Q1 2015. 1,374 funds tracked by Wall St. Rank hold V as of Q2 2015.

  • Axel Capital Management reported no remaining Visa position as of Q2 2015 after selling out during the quarter.
  • Axel Capital Management sold 240 Visa shares in Q2 2015, an estimated $16K.
  • Axel Capital Management first reported a position in Visa in Q2 2013 and held it in 8 quarters.
  • Axel Capital Management's Visa position peaked at $16K in Q1 2015.
  • 1,374 funds tracked by Wall St. Rank held Visa as of Q2 2015.

Based on Axel Capital Management's 13F filing for Q2 2015, filed 13 Aug 2015.