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Insight Capital Research & Management’s Visa V Stock Holding History

Insight Capital Research & 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
2017
Q3 		$2.59M Sell
24,584
-540
-2% -$54.8K 1.46% 19
2017
Q2 		$2.36M Buy
25,124
+2,295
+10% +$213K 1.38% 20
2017
Q1 		$2.03M Sell
22,829
-802
-3% -$69K 1.14% 40
2016
Q4 		$1.84M Sell
23,631
-354
-1% -$28.5K 0.98% 41
2016
Q3 		$1.98M Sell
23,985
-19,572
-45% -$1.57M 0.88% 56
2016
Q2 		$3.23M Sell
43,557
-5,602
-11% -$439K 1.13% 29
2016
Q1 		$3.76M Sell
49,159
-2,002
-4% -$145K 1.16% 34
2015
Q4 		$3.97M Sell
51,161
-768
-1% -$59.5K 1.15% 35
2015
Q3 		$3.62M Sell
51,929
-528
-1% -$37.7K 1.09% 45
2015
Q2 		$3.52M Sell
52,457
-292
-0.6% -$19.8K 0.93% 53
2015
Q1 		$3.45M Sell
52,749
-327
-0.6% -$21.6K 0.86% 57
2014
Q4 		$3.48M Buy
53,076
+34,740
+189% +$2.09M 0.89% 46
2014
Q3 		$978K Buy
18,336
+132
+0.7% +$7.09K 0.26% 93
2014
Q2 		$959K Sell
18,204
-44
-0.2% -$2.3K 0.22% 91
2014
Q1 		$985K Sell
18,248
-7,324
-29% -$407K 0.23% 98
2013
Q4 		$1.42M Sell
25,572
-3,864
-13% -$195K 0.32% 95
2013
Q3 		$1.45M Sell
29,436
-40,784
-58% -$1.88M 0.35% 83
2013
Q2 		$3.21M Buy
+70,220
New +$3.07M 0.83% 38

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Insight Capital Research & Management's V Position: Q3 2017 in Review

Insight Capital Research & Management reduced its Visa (V) stake by 2.1% in Q3 2017, selling an estimated $54.8K and leaving 24,584 shares worth $2.59M. The position accounts for 1.46% of the portfolio, ranked #19.

Insight Capital Research & Management first reported a position in V in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.97M in Q4 2015. 1,828 funds tracked by Wall St. Rank hold V as of Q3 2017.

  • Insight Capital Research & Management held 24,584 shares of Visa worth $2.59M as of Q3 2017.
  • Insight Capital Research & Management sold 540 Visa shares in Q3 2017, an estimated $54.8K.
  • Visa made up 1.46% of Insight Capital Research & Management's portfolio in Q3 2017, its #19 holding.
  • Insight Capital Research & Management first reported a position in Visa in Q2 2013 and has held it in 18 quarters since.
  • Insight Capital Research & Management's Visa position peaked at $3.97M in Q4 2015.
  • 1,828 funds tracked by Wall St. Rank held Visa as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.