RCM
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Ratan Capital Management’s Visa V Stock Holding History

Ratan 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
2019
Q1 		– Sell
-60,000
Closed -$7.92M – 23
2018
Q4 		$7.92M Buy
+60,000
New +$8.29M 7.08% 4
2013
Q4 		– Sell
-322,748
Closed -$15.4M – 27
2013
Q3 		$15.4M Buy
322,748
+114,748
+55% +$5.3M 4.58% 9
2013
Q2 		$9.5M Buy
+208,000
New +$9.1M 4.73% 7

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ratan Capital Management's V Position: Q1 2019 in Review

Ratan Capital Management sold out of Visa (V) in Q1 2019, closing a stake of 60,000 shares — an estimated $7.92M sold.

Ratan Capital Management first reported a position in V in Q2 2013 and held it in 3 quarters. The position peaked at $15.4M in Q3 2013. 2,357 funds tracked by Wall St. Rank hold V as of Q1 2019.

  • Ratan Capital Management reported no remaining Visa position as of Q1 2019 after selling out during the quarter.
  • Ratan Capital Management sold 60,000 Visa shares in Q1 2019, an estimated $7.92M.
  • Ratan Capital Management first reported a position in Visa in Q2 2013 and held it in 3 quarters.
  • Ratan Capital Management's Visa position peaked at $15.4M in Q3 2013.
  • 2,357 funds tracked by Wall St. Rank held Visa as of Q1 2019.

Based on Ratan Capital Management's 13F filing for Q1 2019, filed 15 May 2019.