Institutional Capital’s Visa V Stock Holding History

Institutional Capital’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
2016 Q4	$150M	Buy	+1,923,180	New	+$155M	2.22%	26

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Institutional Capital's V Position: Q4 2016 in Review

Institutional Capital opened a new position in Visa (V) in Q4 2016: 1,923,180 shares worth $150M. The stake represents 2.22% of the portfolio and ranks #26 among its holdings.

1,663 funds tracked by Wall St. Rank hold V as of Q4 2016.

Institutional Capital held 1,923,180 shares of Visa worth $150M as of Q4 2016.
Visa was a new Institutional Capital position in Q4 2016.
Visa made up 2.22% of Institutional Capital's portfolio in Q4 2016, its #26 holding.
1,663 funds tracked by Wall St. Rank held Visa as of Q4 2016.

Based on Institutional Capital's 13F filing for Q4 2016, filed 2 Feb 2017.