Cynosure Advisors’s Visa V Stock Holding History

Cynosure Advisors’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
2018 Q3	–	Sell	-7,975	Closed	-$1.06M	–	184
2018 Q2	$1.06M	Hold	7,975	–	–	0.29%	41
2018 Q1	$954K	Buy	7,975 +79	+1%	+$9.57K	0.24%	46
2017 Q4	$900K	Buy	+7,896	New	+$872K	0.21%	51

Other funds holding V

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cynosure Advisors's V Position: Q3 2018 in Review

Cynosure Advisors sold out of Visa (V) in Q3 2018, closing a stake of 7,975 shares — an estimated $1.06M sold.

Cynosure Advisors first reported a position in V in Q4 2017 and held it in 3 quarters. The position peaked at $1.06M in Q2 2018. 2,146 funds tracked by Wall St. Rank hold V as of Q3 2018.

Cynosure Advisors reported no remaining Visa position as of Q3 2018 after selling out during the quarter.
Cynosure Advisors sold 7,975 Visa shares in Q3 2018, an estimated $1.06M.
Cynosure Advisors first reported a position in Visa in Q4 2017 and held it in 3 quarters.
Cynosure Advisors's Visa position peaked at $1.06M in Q2 2018.
2,146 funds tracked by Wall St. Rank held Visa as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.