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Stillwater Investment Management (California)’s Visa V Stock Holding History

Stillwater Investment Management (California)’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
Q3 		– Sell
-73,464
Closed -$6.89M – 24
2017
Q2 		$6.89M Buy
+73,464
New +$6.82M 1.8% 20

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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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stillwater Investment Management (California)'s V Position: Q3 2017 in Review

Stillwater Investment Management (California) sold out of Visa (V) in Q3 2017, closing a stake of 73,464 shares — an estimated $6.89M sold.

Stillwater Investment Management (California) first reported a position in V in Q2 2017 and held it in 1 quarter. The position peaked at $6.89M in Q2 2017. 1,829 funds tracked by Wall St. Rank hold V as of Q3 2017.

  • Stillwater Investment Management (California) reported no remaining Visa position as of Q3 2017 after selling out during the quarter.
  • Stillwater Investment Management (California) sold 73,464 Visa shares in Q3 2017, an estimated $6.89M.
  • Stillwater Investment Management (California) first reported a position in Visa in Q2 2017 and held it in 1 quarter.
  • Stillwater Investment Management (California)'s Visa position peaked at $6.89M in Q2 2017.
  • 1,829 funds tracked by Wall St. Rank held Visa as of Q3 2017.

Based on Stillwater Investment Management (California)'s 13F filing for Q3 2017, filed 8 Nov 2017.