Veritable’s Vistance Networks Inc VISN Stock Holding History

Veritable’s Portfolio VISN Stock Details VISN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-10,135	Closed	-$296K	–	828
2018 Q2	$296K	Sell	10,135 -483	-5%	-$15.9K	0.01%	639
2018 Q1	$424K	Sell	10,618 -2,936	-22%	-$115K	0.01%	536
2017 Q4	$513K	Sell	13,554 -335	-2%	-$11.7K	0.01%	506
2017 Q3	$461K	Sell	13,889 -500	-3%	-$17.1K	0.01%	512
2017 Q2	$547K	Sell	14,389 -245	-2%	-$9.46K	0.01%	487
2017 Q1	$610K	Sell	14,634 -3,535	-19%	-$136K	0.01%	440
2016 Q4	$676K	Sell	18,169 -4,340	-19%	-$148K	0.02%	396
2016 Q3	$678K	Sell	22,509 -1,497	-6%	-$45.2K	0.02%	392
2016 Q2	$745K	Sell	24,006 -3,644	-13%	-$108K	0.02%	357
2016 Q1	$772K	Buy	27,650 +1,214	+5%	+$29.5K	0.02%	346
2015 Q4	$684K	Buy	26,436 +1,876	+8%	+$54K	0.02%	387
2015 Q3	$738K	Buy	24,560 +3,985	+19%	+$124K	0.02%	355
2015 Q2	$628K	Buy	20,575 +5,964	+41%	+$181K	0.02%	408
2015 Q1	$417K	Buy	+14,611	New	+$407K	0.01%	651

Other funds holding VISN

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return