SWS Partners’s Mastercard MA Stock Holding History

SWS Partners’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 Q2	–	Sell	-26	Closed	-$4K	–	223
2018 Q1	$4K	Hold	26	–	–	﹤0.01%	330
2017 Q4	$4K	Buy	+26	New	+$3.87K	﹤0.01%	338

Other funds holding MA

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SWS Partners's MA Position: Q2 2018 in Review

SWS Partners sold out of Mastercard (MA) in Q2 2018, closing a stake of 26 shares — an estimated $4K sold.

SWS Partners first reported a position in MA in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 1,684 funds tracked by Wall St. Rank hold MA as of Q2 2018.

SWS Partners reported no remaining Mastercard position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 26 Mastercard shares in Q2 2018, an estimated $4K.
SWS Partners first reported a position in Mastercard in Q4 2017 and held it in 2 quarters.
SWS Partners's Mastercard position peaked at $4K in Q1 2018.
1,684 funds tracked by Wall St. Rank held Mastercard as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.