RWM
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Rezny Wealth Management’s Visa V Stock Holding History

Rezny Wealth 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
2015
Q4 		– Sell
-68
Closed -$4K – 95
2015
Q3 		$4K Hold
68
– – ﹤0.01% 58
2015
Q2 		$4K Buy
+68
New +$4.61K ﹤0.01% 69

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rezny Wealth Management's V Position: Q4 2015 in Review

Rezny Wealth Management sold out of Visa (V) in Q4 2015, closing a stake of 68 shares — an estimated $4K sold.

Rezny Wealth Management first reported a position in V in Q2 2015 and held it in 2 quarters. The position peaked at $4K in Q3 2015. 1,530 funds tracked by Wall St. Rank hold V as of Q4 2015.

  • Rezny Wealth Management reported no remaining Visa position as of Q4 2015 after selling out during the quarter.
  • Rezny Wealth Management sold 68 Visa shares in Q4 2015, an estimated $4K.
  • Rezny Wealth Management first reported a position in Visa in Q2 2015 and held it in 2 quarters.
  • Rezny Wealth Management's Visa position peaked at $4K in Q3 2015.
  • 1,530 funds tracked by Wall St. Rank held Visa as of Q4 2015.

Based on Rezny Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.