EWF
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Epstein & White Financial’s Visa V Stock Holding History

Epstein & White Financial’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
-2,050
Closed -$273K – 110
2018
Q2 		$273K Hold
2,050
– – 0.2% 82
2018
Q1 		$246K Buy
2,050
+132
+7% +$16K 0.16% 95
2017
Q4 		$230K Buy
+1,918
New +$212K 0.13% 95

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 $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Epstein & White Financial's V Position: Q3 2018 in Review

Epstein & White Financial sold out of Visa (V) in Q3 2018, closing a stake of 2,050 shares — an estimated $273K sold.

Epstein & White Financial first reported a position in V in Q4 2017 and held it in 3 quarters. The position peaked at $273K in Q2 2018. 2,147 funds tracked by Wall St. Rank hold V as of Q3 2018.

  • Epstein & White Financial reported no remaining Visa position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 2,050 Visa shares in Q3 2018, an estimated $273K.
  • Epstein & White Financial first reported a position in Visa in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's Visa position peaked at $273K in Q2 2018.
  • 2,147 funds tracked by Wall St. Rank held Visa as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.