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Steven Check’s Visa V Stock Holding History

Steven Check’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
-3,144
Closed -$233K – 53
2016
Q2 		$233K Hold
3,144
– – 0.02% 48
2016
Q1 		$240K Hold
3,144
– – 0.02% 47
2015
Q4 		$244K Hold
3,144
– – 0.02% 44
2015
Q3 		$219K Buy
+3,144
New +$224K 0.02% 46

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steven Check's V Position: Q3 2016 in Review

Steven Check sold out of Visa (V) in Q3 2016, closing a stake of 3,144 shares — an estimated $233K sold.

Steven Check first reported a position in V in Q3 2015 and held it in 4 quarters. The position peaked at $244K in Q4 2015. 1,577 funds tracked by Wall St. Rank hold V as of Q3 2016.

  • Steven Check reported no remaining Visa position as of Q3 2016 after selling out during the quarter.
  • Steven Check sold 3,144 Visa shares in Q3 2016, an estimated $233K.
  • Steven Check first reported a position in Visa in Q3 2015 and held it in 4 quarters.
  • Steven Check's Visa position peaked at $244K in Q4 2015.
  • 1,577 funds tracked by Wall St. Rank held Visa as of Q3 2016.

Based on Check Capital Management's 13F filing for Q3 2016, filed 9 Nov 2016.