GIM
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Gyrus Investment Management’s Visa V Stock Holding History

Gyrus Investment Management’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
2015
Q2 		– Sell
-88,520
Closed -$5.79M – 79
2015
Q1 		$5.79M Sell
88,520
-2,500
-3% -$165K 0.96% 46
2014
Q4 		$5.97M Buy
91,020
+920
+1% +$55.4K 0.99% 43
2014
Q3 		$4.81M Buy
90,100
+2,700
+3% +$145K 0.84% 51
2014
Q2 		$4.6M Sell
87,400
-300
-0.3% -$15.7K 0.83% 48
2014
Q1 		$5.22M Buy
87,700
+27,400
+45% +$1.52M 0.91% 44
2013
Q4 		$3.57M Buy
+60,300
New +$3.04M 0.74% 57

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $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

Gyrus Investment Management's V Position: Q2 2015 in Review

Gyrus Investment Management sold out of Visa (V) in Q2 2015, closing a stake of 88,520 shares — an estimated $5.79M sold.

Gyrus Investment Management first reported a position in V in Q4 2013 and held it in 6 quarters. The position peaked at $5.97M in Q4 2014. 1,374 funds tracked by Wall St. Rank hold V as of Q2 2015.

  • Gyrus Investment Management reported no remaining Visa position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 88,520 Visa shares in Q2 2015, an estimated $5.79M.
  • Gyrus Investment Management first reported a position in Visa in Q4 2013 and held it in 6 quarters.
  • Gyrus Investment Management's Visa position peaked at $5.97M in Q4 2014.
  • 1,374 funds tracked by Wall St. Rank held Visa as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.