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Bush ODonnell Investment Advisors’s Mastercard MA Stock Holding History

Bush ODonnell Investment Advisors’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
2018
Q3 		$2.48M Buy
11,138
+2,953
+36% +$616K 3.8% 16
2018
Q2 		$1.61M Buy
+8,185
New +$1.54M 2.72% 19

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bush ODonnell Investment Advisors's MA Position: Q3 2018 in Review

Bush ODonnell Investment Advisors increased its Mastercard (MA) stake by 36% in Q3 2018, buying an estimated $616K and bringing the position to 11,138 shares worth $2.48M. The position accounts for 3.8% of the portfolio, ranked #16.

Bush ODonnell Investment Advisors first reported a position in MA in Q2 2018 and has held it in 2 quarters since. 1,740 funds tracked by Wall St. Rank hold MA as of Q3 2018.

  • Bush ODonnell Investment Advisors held 11,138 shares of Mastercard worth $2.48M as of Q3 2018.
  • Bush ODonnell Investment Advisors bought 2,953 Mastercard shares in Q3 2018, an estimated $616K.
  • Mastercard made up 3.8% of Bush ODonnell Investment Advisors's portfolio in Q3 2018, its #16 holding.
  • Bush ODonnell Investment Advisors first reported a position in Mastercard in Q2 2018 and has held it in 2 quarters since.
  • 1,740 funds tracked by Wall St. Rank held Mastercard as of Q3 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.