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Signature Wealth Management Group’s Mastercard MA Stock Holding History

Signature Wealth Management Group’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4
Closed -$1K – 340
2018
Q2 		$1K Hold
4
– – ﹤0.01% 313
2018
Q1 		$1K Sell
4
-8
-67% -$1.37K ﹤0.01% 316
2017
Q4 		$2K Buy
+12
New +$1.78K ﹤0.01% 310

Other funds holding MA

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signature Wealth Management Group's MA Position: Q3 2018 in Review

Signature Wealth Management Group sold out of Mastercard (MA) in Q3 2018, closing a stake of 4 shares — an estimated $1K sold.

Signature Wealth Management Group first reported a position in MA in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 1,740 funds tracked by Wall St. Rank hold MA as of Q3 2018.

  • Signature Wealth Management Group reported no remaining Mastercard position as of Q3 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 4 Mastercard shares in Q3 2018, an estimated $1K.
  • Signature Wealth Management Group first reported a position in Mastercard in Q4 2017 and held it in 3 quarters.
  • Signature Wealth Management Group's Mastercard position peaked at $2K in Q4 2017.
  • 1,740 funds tracked by Wall St. Rank held Mastercard as of Q3 2018.

Based on Signature Wealth Management Group's 13F filing for Q3 2018, filed 30 Oct 2018.