Independent Portfolio Consultants’s Visa V Stock Holding History

Independent Portfolio Consultants’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 Q2	$1.33M	Buy	14,214 +1,392	+11%	+$129K	0.55%	31
2017 Q1	$1.14M	Buy	12,822 +5,741	+81%	+$494K	0.39%	62
2016 Q4	$552K	Buy	7,081 +151	+2%	+$12.1K	0.18%	203
2016 Q3	$573K	Sell	6,930 -415	-6%	-$33.2K	0.18%	206
2016 Q2	$545K	Buy	7,345 +475	+7%	+$37.2K	0.17%	209
2016 Q1	$525K	Buy	+6,870	New	+$499K	0.15%	204
2015 Q2	–	Sell	-180	Closed	-$12K	–	1035
2015 Q1	$12K	Buy	+180	New	+$11.9K	﹤0.01%	718

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

Independent Portfolio Consultants's V Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Visa (V) stake by 11% in Q2 2017, buying an estimated $129K and bringing the position to 14,214 shares worth $1.33M. The position accounts for 0.55% of the portfolio, ranked #31.

Independent Portfolio Consultants first reported a position in V in Q1 2015 and has held it in 7 quarters since. 1,772 funds tracked by Wall St. Rank hold V as of Q2 2017.

Independent Portfolio Consultants held 14,214 shares of Visa worth $1.33M as of Q2 2017.
Independent Portfolio Consultants bought 1,392 Visa shares in Q2 2017, an estimated $129K.
Visa made up 0.55% of Independent Portfolio Consultants's portfolio in Q2 2017, its #31 holding.
Independent Portfolio Consultants first reported a position in Visa in Q1 2015 and has held it in 7 quarters since.
1,772 funds tracked by Wall St. Rank held Visa as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.