Sunesis Advisors’s Visa V Stock Holding History

Sunesis 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 Q4	–	Sell	-1,609	Closed	-$241K	–	34
2018 Q3	$241K	Buy	+1,609	New	+$229K	0.24%	24

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunesis Advisors's V Position: Q4 2018 in Review

Sunesis Advisors sold out of Visa (V) in Q4 2018, closing a stake of 1,609 shares — an estimated $241K sold.

Sunesis Advisors first reported a position in V in Q3 2018 and held it in 1 quarter. The position peaked at $241K in Q3 2018. 2,290 funds tracked by Wall St. Rank hold V as of Q4 2018.

Sunesis Advisors reported no remaining Visa position as of Q4 2018 after selling out during the quarter.
Sunesis Advisors sold 1,609 Visa shares in Q4 2018, an estimated $241K.
Sunesis Advisors first reported a position in Visa in Q3 2018 and held it in 1 quarter.
Sunesis Advisors's Visa position peaked at $241K in Q3 2018.
2,290 funds tracked by Wall St. Rank held Visa as of Q4 2018.

Based on Sunesis Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.