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Wealth Advisors of Tampa Bay’s Mastercard MA Stock Holding History

Wealth Advisors of Tampa Bay’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
Q4 		– Sell
-1,020
Closed -$228K – 73
2018
Q3 		$228K Hold
1,020
– – 0.16% 66
2018
Q2 		$202K Buy
+1,020
New +$192K 0.15% 68

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Advisors of Tampa Bay's MA Position: Q4 2018 in Review

Wealth Advisors of Tampa Bay sold out of Mastercard (MA) in Q4 2018, closing a stake of 1,020 shares — an estimated $228K sold.

Wealth Advisors of Tampa Bay first reported a position in MA in Q2 2018 and held it in 2 quarters. The position peaked at $228K in Q3 2018. 1,789 funds tracked by Wall St. Rank hold MA as of Q4 2018.

  • Wealth Advisors of Tampa Bay reported no remaining Mastercard position as of Q4 2018 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 1,020 Mastercard shares in Q4 2018, an estimated $228K.
  • Wealth Advisors of Tampa Bay first reported a position in Mastercard in Q2 2018 and held it in 2 quarters.
  • Wealth Advisors of Tampa Bay's Mastercard position peaked at $228K in Q3 2018.
  • 1,789 funds tracked by Wall St. Rank held Mastercard as of Q4 2018.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2018, filed 8 Feb 2019.