TFF
V icon

Timothy F. Fidgeon’s Visa V Stock Holding History

Timothy F. Fidgeon’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
2015
Q3 		$750K Hold
10,770
– – 0.37% 60
2015
Q2 		$723K Buy
10,770
+120
+1% +$8.13K 0.32% 66
2015
Q1 		$697K Buy
10,650
+290
+3% +$19.2K 0.3% 66
2014
Q4 		$678K Buy
10,360
+1,200
+13% +$72.2K 0.31% 63
2014
Q3 		$489K Buy
9,160
+200
+2% +$10.7K 0.23% 74
2014
Q2 		$472K Buy
8,960
+2,088
+30% +$109K 0.22% 77
2014
Q1 		$371K Buy
6,872
+800
+13% +$44.5K 0.18% 85
2013
Q4 		$338K Buy
6,072
+400
+7% +$20.2K 0.16% 96
2013
Q3 		$271K Buy
+5,672
New +$262K 0.14% 101

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 $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
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return