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Seven Bridges Advisors’s Visa V Stock Holding History

Seven Bridges 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
Q1 		– Sell
-29,496
Closed -$3.36M – 94
2017
Q4 		$3.36M Sell
29,496
-294
-1% -$32.5K 2.73% 3
2017
Q3 		$3.13M Buy
29,790
+2,163
+8% +$219K 2.63% 3
2017
Q2 		$2.59M Buy
27,627
+1,193
+5% +$111K 2.32% 4
2017
Q1 		$2.35M Buy
26,434
+2,831
+12% +$244K 2.24% 7
2016
Q4 		$1.84M Sell
23,603
-828
-3% -$66.6K 1.88% 10
2016
Q3 		$2.02M Sell
24,431
-3,266
-12% -$261K 1.79% 10
2016
Q2 		$2.05M Sell
27,697
-2,037
-7% -$159K 1.76% 10
2016
Q1 		$2.27M Buy
29,734
+2,056
+7% +$149K 1.8% 9
2015
Q4 		$2.15M Buy
+27,678
New +$2.14M 2.15% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Seven Bridges Advisors's V Position: Q1 2018 in Review

Seven Bridges Advisors sold out of Visa (V) in Q1 2018, closing a stake of 29,496 shares — an estimated $3.36M sold.

Seven Bridges Advisors first reported a position in V in Q4 2015 and held it in 9 quarters. The position peaked at $3.36M in Q4 2017. 2,075 funds tracked by Wall St. Rank hold V as of Q1 2018.

  • Seven Bridges Advisors reported no remaining Visa position as of Q1 2018 after selling out during the quarter.
  • Seven Bridges Advisors sold 29,496 Visa shares in Q1 2018, an estimated $3.36M.
  • Seven Bridges Advisors first reported a position in Visa in Q4 2015 and held it in 9 quarters.
  • Seven Bridges Advisors's Visa position peaked at $3.36M in Q4 2017.
  • 2,075 funds tracked by Wall St. Rank held Visa as of Q1 2018.

Based on Seven Bridges Advisors's 13F filing for Q1 2018, filed 9 May 2018.