FourPoints Investment Managers’s Visa V Stock Holding History

FourPoints Investment Managers’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 Q1	$2.77M	Sell	31,139 -8,563	-22%	-$737K	2.88%	7
2016 Q4	$3.1M	Sell	39,702 -14,091	-26%	-$1.13M	2.74%	8
2016 Q3	$4.45M	Buy	53,793 +1,771	+3%	+$142K	3.38%	2
2016 Q2	$3.86M	Buy	52,022 +4,873	+10%	+$382K	2.7%	3
2016 Q1	$3.61M	Buy	47,149 +20,213	+75%	+$1.47M	2.25%	12
2015 Q4	$2.09M	Buy	+26,936	New	+$2.09M	0.88%	44

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

FourPoints Investment Managers's V Position: Q1 2017 in Review

FourPoints Investment Managers reduced its Visa (V) stake by 22% in Q1 2017, selling an estimated $737K and leaving 31,139 shares worth $2.77M. The position accounts for 2.88% of the portfolio, ranked #7.

FourPoints Investment Managers first reported a position in V in Q4 2015 and has held it in 6 quarters since. The position peaked at $4.45M in Q3 2016. 1,727 funds tracked by Wall St. Rank hold V as of Q1 2017.

FourPoints Investment Managers held 31,139 shares of Visa worth $2.77M as of Q1 2017.
FourPoints Investment Managers sold 8,563 Visa shares in Q1 2017, an estimated $737K.
Visa made up 2.88% of FourPoints Investment Managers's portfolio in Q1 2017, its #7 holding.
FourPoints Investment Managers first reported a position in Visa in Q4 2015 and has held it in 6 quarters since.
FourPoints Investment Managers's Visa position peaked at $4.45M in Q3 2016.
1,727 funds tracked by Wall St. Rank held Visa as of Q1 2017.

Based on FourPoints Investment Managers's 13F filing for Q1 2017, filed 15 May 2017.