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Peak Capital Management’s Visa V Stock Holding History

Peak Capital 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
2018
Q3 		– Sell
-203
Closed -$27K – 162
2018
Q2 		$27K Buy
+203
New +$26.1K 0.02% 104
2017
Q3 		– Sell
-11,449
Closed -$1.07M – 95
2017
Q2 		$1.07M Buy
+11,449
New +$1.06M 0.6% 43

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 $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peak Capital Management's V Position: Q3 2018 in Review

Peak Capital Management sold out of Visa (V) in Q3 2018, closing a stake of 203 shares — an estimated $27K sold.

Peak Capital Management first reported a position in V in Q2 2017 and held it in 2 quarters. The position peaked at $1.07M in Q2 2017. 2,147 funds tracked by Wall St. Rank hold V as of Q3 2018.

  • Peak Capital Management reported no remaining Visa position as of Q3 2018 after selling out during the quarter.
  • Peak Capital Management sold 203 Visa shares in Q3 2018, an estimated $27K.
  • Peak Capital Management first reported a position in Visa in Q2 2017 and held it in 2 quarters.
  • Peak Capital Management's Visa position peaked at $1.07M in Q2 2017.
  • 2,147 funds tracked by Wall St. Rank held Visa as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.