Tradition Capital Management’s Visa V Stock Holding History

Tradition Capital Management’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
2019 Q1	$547K	Sell	3,508 -1,400	-29%	-$202K	0.15%	120
2018 Q4	$647K	Buy	+4,908	New	+$678K	0.2%	112

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

Tradition Capital Management's V Position: Q1 2019 in Review

Tradition Capital Management reduced its Visa (V) stake by 29% in Q1 2019, selling an estimated $202K and leaving 3,508 shares worth $547K. The position accounts for 0.15% of the portfolio, ranked #120.

Tradition Capital Management first reported a position in V in Q4 2018 and has held it in 2 quarters since. The position peaked at $647K in Q4 2018. 2,357 funds tracked by Wall St. Rank hold V as of Q1 2019.

Tradition Capital Management held 3,508 shares of Visa worth $547K as of Q1 2019.
Tradition Capital Management sold 1,400 Visa shares in Q1 2019, an estimated $202K.
Visa made up 0.15% of Tradition Capital Management's portfolio in Q1 2019, its #120 holding.
Tradition Capital Management first reported a position in Visa in Q4 2018 and has held it in 2 quarters since.
Tradition Capital Management's Visa position peaked at $647K in Q4 2018.
2,357 funds tracked by Wall St. Rank held Visa as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.