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Stanford Investment Group’s Visa V Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-3,650
Closed -$285K – 272
2016
Q4 		$285K Buy
3,650
+45
+1% +$3.62K 0.14% 42
2016
Q3 		$298K Sell
3,605
-184
-5% -$14.7K 0.14% 41
2016
Q2 		$281K Hold
3,789
– – 0.14% 43
2016
Q1 		$290K Sell
3,789
-187
-5% -$13.6K 0.16% 43
2015
Q4 		$308K Hold
3,976
– – 0.17% 43
2015
Q3 		$277K Hold
3,976
– – 0.2% 40
2015
Q2 		$267K Hold
3,976
– – 0.2% 38
2015
Q1 		$260K Sell
3,976
-92
-2% -$6.08K 0.21% 37
2014
Q4 		$267K Buy
+4,068
New +$245K 0.22% 36

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stanford Investment Group's V Position: Q1 2017 in Review

Stanford Investment Group sold out of Visa (V) in Q1 2017, closing a stake of 3,650 shares — an estimated $285K sold.

Stanford Investment Group first reported a position in V in Q4 2014 and held it in 9 quarters. The position peaked at $308K in Q4 2015. 1,728 funds tracked by Wall St. Rank hold V as of Q1 2017.

  • Stanford Investment Group reported no remaining Visa position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 3,650 Visa shares in Q1 2017, an estimated $285K.
  • Stanford Investment Group first reported a position in Visa in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Visa position peaked at $308K in Q4 2015.
  • 1,728 funds tracked by Wall St. Rank held Visa as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.