Longer Investments’s Visa V Stock Holding History

Longer Investments’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	–	Sell	-20,432	Closed	-$1.69M	–	46
2016 Q3	$1.69M	Buy	+20,432	New	+$1.64M	1.47%	29

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

Longer Investments's V Position: Q4 2016 in Review

Longer Investments sold out of Visa (V) in Q4 2016, closing a stake of 20,432 shares — an estimated $1.69M sold.

Longer Investments first reported a position in V in Q3 2016 and held it in 1 quarter. The position peaked at $1.69M in Q3 2016. 1,664 funds tracked by Wall St. Rank hold V as of Q4 2016.

Longer Investments reported no remaining Visa position as of Q4 2016 after selling out during the quarter.
Longer Investments sold 20,432 Visa shares in Q4 2016, an estimated $1.69M.
Longer Investments first reported a position in Visa in Q3 2016 and held it in 1 quarter.
Longer Investments's Visa position peaked at $1.69M in Q3 2016.
1,664 funds tracked by Wall St. Rank held Visa as of Q4 2016.

Based on Longer Investments's 13F filing for Q4 2016, filed 18 Jan 2017.