Pacific Edge Advisors’s Visa V Stock Holding History

Pacific Edge Advisors’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 Q2	–	Sell	-1,733	Closed	-$207K	–	45
2018 Q1	$207K	Buy	+1,733	New	+$210K	0.13%	41

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Pacific Edge Advisors's V Position: Q2 2018 in Review

Pacific Edge Advisors sold out of Visa (V) in Q2 2018, closing a stake of 1,733 shares — an estimated $207K sold.

Pacific Edge Advisors first reported a position in V in Q1 2018 and held it in 1 quarter. The position peaked at $207K in Q1 2018. 2,119 funds tracked by Wall St. Rank hold V as of Q2 2018.

Pacific Edge Advisors reported no remaining Visa position as of Q2 2018 after selling out during the quarter.
Pacific Edge Advisors sold 1,733 Visa shares in Q2 2018, an estimated $207K.
Pacific Edge Advisors first reported a position in Visa in Q1 2018 and held it in 1 quarter.
Pacific Edge Advisors's Visa position peaked at $207K in Q1 2018.
2,119 funds tracked by Wall St. Rank held Visa as of Q2 2018.

Based on Pacific Edge Advisors's 13F filing for Q2 2018, filed 15 Mar 2019.