BT Wealth Management’s Mastercard MA Stock Holding History

BT Wealth Management’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,142	Closed	-$251K	–	83
2018 Q4	$251K	Buy	+1,142	New	+$227K	0.11%	84

Other funds holding MA

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

BT Wealth Management's MA Position: Q1 2019 in Review

BT Wealth Management sold out of Mastercard (MA) in Q1 2019, closing a stake of 1,142 shares — an estimated $251K sold.

BT Wealth Management first reported a position in MA in Q4 2018 and held it in 1 quarter. The position peaked at $251K in Q4 2018. 1,877 funds tracked by Wall St. Rank hold MA as of Q1 2019.

BT Wealth Management reported no remaining Mastercard position as of Q1 2019 after selling out during the quarter.
BT Wealth Management sold 1,142 Mastercard shares in Q1 2019, an estimated $251K.
BT Wealth Management first reported a position in Mastercard in Q4 2018 and held it in 1 quarter.
BT Wealth Management's Mastercard position peaked at $251K in Q4 2018.
1,877 funds tracked by Wall St. Rank held Mastercard as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.