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Founders Bank & Trust’s Visa V Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$372K Buy
5,676
+12
+0.2% +$722 0.2% 76
2014
Q3 		$302K Buy
+5,664
New +$304K 0.17% 81

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Founders Bank & Trust's V Position: Q4 2014 in Review

Founders Bank & Trust increased its Visa (V) stake by 0.21% in Q4 2014, buying an estimated $722 and bringing the position to 5,676 shares worth $372K. The position accounts for 0.2% of the portfolio, ranked #76.

Founders Bank & Trust first reported a position in V in Q3 2014 and has held it in 2 quarters since. 1,274 funds tracked by Wall St. Rank hold V as of Q4 2014.

  • Founders Bank & Trust held 5,676 shares of Visa worth $372K as of Q4 2014.
  • Founders Bank & Trust bought 12 Visa shares in Q4 2014, an estimated $722.
  • Visa made up 0.2% of Founders Bank & Trust's portfolio in Q4 2014, its #76 holding.
  • Founders Bank & Trust first reported a position in Visa in Q3 2014 and has held it in 2 quarters since.
  • 1,274 funds tracked by Wall St. Rank held Visa as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.