FCM Investments’s Visa V Stock Holding History

FCM Investments’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 Q4	$34K	Hold	300	–	–	0.05%	29
2017 Q3	$32K	Buy	+300	New	+$30.4K	0.04%	31
2017 Q2	–	Sell	-300	Closed	-$27K	–	78
2017 Q1	$27K	Hold	300	–	–	0.02%	83
2016 Q4	$23K	Hold	300	–	–	0.01%	94
2016 Q3	$25K	Hold	300	–	–	0.01%	85
2016 Q2	$22K	Hold	300	–	–	0.01%	85
2016 Q1	$23K	Hold	300	–	–	0.01%	82
2015 Q4	$23K	Hold	300	–	–	0.01%	89
2015 Q3	$21K	Sell	300 -100	-25%	-$7.14K	0.01%	89
2015 Q2	$27K	Hold	400	–	–	0.01%	90
2015 Q1	$26K	Hold	400	–	–	0.01%	89
2014 Q4	$26K	Hold	400	–	–	0.01%	90
2014 Q3	$21K	Hold	400	–	–	0.01%	89
2014 Q2	$21K	Hold	400	–	–	0.01%	93
2014 Q1	$22K	Sell	400 -200	-33%	-$11.1K	0.01%	93
2013 Q4	$33K	Hold	600	–	–	0.01%	102
2013 Q3	$29K	Sell	600 -444	-43%	-$20.5K	0.01%	101
2013 Q2	$48K	Buy	+1,044	New	+$45.7K	0.02%	99

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FCM Investments's V Position: Q4 2017 in Review

FCM Investments held its Visa (V) position steady in Q4 2017 at 300 shares worth $34K. The position accounts for 0.05% of the portfolio, ranked #29.

FCM Investments first reported a position in V in Q2 2013 and has held it in 18 quarters since. The position peaked at $48K in Q2 2013. 2,037 funds tracked by Wall St. Rank hold V as of Q4 2017.

FCM Investments held 300 shares of Visa worth $34K as of Q4 2017.
FCM Investments left its Visa share count unchanged in Q4 2017.
Visa made up 0.05% of FCM Investments's portfolio in Q4 2017, its #29 holding.
FCM Investments first reported a position in Visa in Q2 2013 and has held it in 18 quarters since.
FCM Investments's Visa position peaked at $48K in Q2 2013.
2,037 funds tracked by Wall St. Rank held Visa as of Q4 2017.

Based on FCM Investments's 13F filing for Q4 2017, filed 17 Jan 2018.