Delphi Private Advisors’s Visa V Stock Holding History

Delphi Private 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
2017 Q3	–	Sell	-430	Closed	-$33K	–	109
2017 Q2	$33K	Buy	+430	New	+$39.9K	0.07%	53
2017 Q1	–	Sell	-175	Closed	-$14K	–	288
2016 Q4	$14K	Hold	175	–	–	0.02%	87
2016 Q3	$14K	Sell	175 -264	-60%	-$21.1K	0.02%	89
2016 Q2	$33K	Buy	439 +9	+2%	+$705	0.06%	58
2016 Q1	$33K	Sell	430 -98	-19%	-$7.12K	0.06%	65
2015 Q4	$41K	Buy	+528	New	+$40.9K	0.07%	60

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Delphi Private Advisors's V Position: Q3 2017 in Review

Delphi Private Advisors sold out of Visa (V) in Q3 2017, closing a stake of 430 shares — an estimated $33K sold.

Delphi Private Advisors first reported a position in V in Q4 2015 and held it in 6 quarters. The position peaked at $41K in Q4 2015. 1,828 funds tracked by Wall St. Rank hold V as of Q3 2017.

Delphi Private Advisors reported no remaining Visa position as of Q3 2017 after selling out during the quarter.
Delphi Private Advisors sold 430 Visa shares in Q3 2017, an estimated $33K.
Delphi Private Advisors first reported a position in Visa in Q4 2015 and held it in 6 quarters.
Delphi Private Advisors's Visa position peaked at $41K in Q4 2015.
1,828 funds tracked by Wall St. Rank held Visa as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.