BIG
V icon

Bellwether Investment Group’s Visa V Stock Holding History

Bellwether 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 		$277K Sell
2,437
-10
-0.4% -$1.1K 1.11% 32
2017
Q3 		$258K Buy
2,447
+20
+0.8% +$2.03K 1.21% 37
2017
Q2 		$228K Buy
2,427
+238
+11% +$22.1K 1.06% 49
2017
Q1 		$195K Buy
2,189
+98
+5% +$8.43K 0.51% 55
2016
Q4 		$163K Buy
+2,091
New +$168K 0.15% 161
2016
Q2 		$66K Buy
+891
New +$69.8K 0.07% 213

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bellwether Investment Group reduced its Visa (V) stake by 0.41% in Q4 2017, selling an estimated $1.1K and leaving 2,437 shares worth $277K. The position accounts for 1.11% of the portfolio, ranked #32.

Bellwether Investment Group first reported a position in V in Q2 2016 and has held it in 6 quarters since. 2,037 funds tracked by Wall St. Rank hold V as of Q4 2017.

  • Bellwether Investment Group held 2,437 shares of Visa worth $277K as of Q4 2017.
  • Bellwether Investment Group sold 10 Visa shares in Q4 2017, an estimated $1.1K.
  • Visa made up 1.11% of Bellwether Investment Group's portfolio in Q4 2017, its #32 holding.
  • Bellwether Investment Group first reported a position in Visa in Q2 2016 and has held it in 6 quarters since.
  • 2,037 funds tracked by Wall St. Rank held Visa as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.