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Scout Investments’s Visa V Stock Holding History

Scout Investments’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
2016
Q3 		– Sell
-4,318
Closed -$320K – 332
2016
Q2 		$320K Sell
4,318
-308
-7% -$24.1K 0.01% 271
2016
Q1 		$354K Sell
4,626
-225
-5% -$16.3K 0.01% 266
2015
Q4 		$376K Buy
4,851
+1,541
+47% +$119K 0.01% 268
2015
Q3 		$231K Buy
+3,310
New +$236K 0.01% 275

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Scout Investments's V Position: Q3 2016 in Review

Scout Investments sold out of Visa (V) in Q3 2016, closing a stake of 4,318 shares — an estimated $320K sold.

Scout Investments first reported a position in V in Q3 2015 and held it in 4 quarters. The position peaked at $376K in Q4 2015. 1,576 funds tracked by Wall St. Rank hold V as of Q3 2016.

  • Scout Investments reported no remaining Visa position as of Q3 2016 after selling out during the quarter.
  • Scout Investments sold 4,318 Visa shares in Q3 2016, an estimated $320K.
  • Scout Investments first reported a position in Visa in Q3 2015 and held it in 4 quarters.
  • Scout Investments's Visa position peaked at $376K in Q4 2015.
  • 1,576 funds tracked by Wall St. Rank held Visa as of Q3 2016.

Based on Scout Investments's 13F filing for Q3 2016, filed 17 Nov 2016.