MacGuire Cheswick & Tuttle Investment Counsel’s Visa V Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
2018 Q4	$3.87M	Buy	29,309 +1,915	+7%	+$264K	0.81%	36
2018 Q3	$4.11M	Buy	27,394 +2,314	+9%	+$329K	0.71%	39
2018 Q2	$3.32M	Buy	25,080 +6,375	+34%	+$821K	0.61%	42
2018 Q1	$2.24M	Buy	18,705 +1,405	+8%	+$170K	0.42%	51
2017 Q4	$1.97M	Buy	17,300 +4,615	+36%	+$510K	0.36%	54
2017 Q3	$1.33M	Buy	+12,685	New	+$1.29M	0.26%	58

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's V Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel increased its Visa (V) stake by 7% in Q4 2018, buying an estimated $264K and bringing the position to 29,309 shares worth $3.87M. The position accounts for 0.81% of the portfolio, ranked #36.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in V in Q3 2017 and has held it in 6 quarters since. The position peaked at $4.11M in Q3 2018. 2,290 funds tracked by Wall St. Rank hold V as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 29,309 shares of Visa worth $3.87M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel bought 1,915 Visa shares in Q4 2018, an estimated $264K.
Visa made up 0.81% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #36 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in Visa in Q3 2017 and has held it in 6 quarters since.
MacGuire Cheswick & Tuttle Investment Counsel's Visa position peaked at $4.11M in Q3 2018.
2,290 funds tracked by Wall St. Rank held Visa as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.