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US Financial Advisors’s Visa V Stock Holding History

US Financial 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
2016
Q2 		– Sell
-249
Closed -$19K – 380
2016
Q1 		$19K Sell
249
-200
-45% -$14.5K 0.03% 167
2015
Q4 		$35K Hold
449
– – 0.03% 174
2015
Q3 		$31K Sell
449
-43
-9% -$3.07K 0.05% 162
2015
Q2 		$33K Buy
492
+232
+89% +$15.7K 0.03% 138
2015
Q1 		$17K Sell
260
-140
-35% -$9.26K 0.02% 215
2014
Q4 		$26K Buy
+400
New +$24.1K 0.02% 168

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

US Financial Advisors's V Position: Q2 2016 in Review

US Financial Advisors sold out of Visa (V) in Q2 2016, closing a stake of 249 shares — an estimated $19K sold.

US Financial Advisors first reported a position in V in Q4 2014 and held it in 6 quarters. The position peaked at $35K in Q4 2015. 1,581 funds tracked by Wall St. Rank hold V as of Q2 2016.

  • US Financial Advisors reported no remaining Visa position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 249 Visa shares in Q2 2016, an estimated $19K.
  • US Financial Advisors first reported a position in Visa in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Visa position peaked at $35K in Q4 2015.
  • 1,581 funds tracked by Wall St. Rank held Visa as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.