Guidant Wealth Advisors’s Mastercard MA Stock Holding History

Guidant Wealth Advisors’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$385K	Sell	1,417 -5	-0.4%	-$1.38K	0.14%	80
2019 Q2	$376K	Buy	1,422 +6	+0.4%	+$1.5K	0.15%	80
2019 Q1	$333K	Buy	+1,416	New	+$305K	0.13%	89
2018 Q4	–	Sell	-11	Closed	-$2K	–	274
2018 Q3	$2K	Hold	11	–	–	﹤0.01%	185
2018 Q2	$2K	Buy	+11	New	+$2.07K	﹤0.01%	185

Other funds holding MA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guidant Wealth Advisors's MA Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its Mastercard (MA) stake by 0.35% in Q3 2019, selling an estimated $1.38K and leaving 1,417 shares worth $385K. The position accounts for 0.14% of the portfolio, ranked #80.

Guidant Wealth Advisors first reported a position in MA in Q2 2018 and has held it in 5 quarters since. 1,969 funds tracked by Wall St. Rank hold MA as of Q3 2019.

Guidant Wealth Advisors held 1,417 shares of Mastercard worth $385K as of Q3 2019.
Guidant Wealth Advisors sold 5 Mastercard shares in Q3 2019, an estimated $1.38K.
Mastercard made up 0.14% of Guidant Wealth Advisors's portfolio in Q3 2019, its #80 holding.
Guidant Wealth Advisors first reported a position in Mastercard in Q2 2018 and has held it in 5 quarters since.
1,969 funds tracked by Wall St. Rank held Mastercard as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.