Welch Investments’s Visa V Stock Holding History

Welch Investments’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
2017 Q4	$116K	Buy	1,017 +53	+5%	+$5.85K	0.07%	50
2017 Q3	$101K	Buy	+964	New	+$97.8K	0.07%	50

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Welch Investments's V Position: Q4 2017 in Review

Welch Investments increased its Visa (V) stake by 5.5% in Q4 2017, buying an estimated $5.85K and bringing the position to 1,017 shares worth $116K. The position accounts for 0.07% of the portfolio, ranked #50.

Welch Investments first reported a position in V in Q3 2017 and has held it in 2 quarters since. 2,036 funds tracked by Wall St. Rank hold V as of Q4 2017.

Welch Investments held 1,017 shares of Visa worth $116K as of Q4 2017.
Welch Investments bought 53 Visa shares in Q4 2017, an estimated $5.85K.
Visa made up 0.07% of Welch Investments's portfolio in Q4 2017, its #50 holding.
Welch Investments first reported a position in Visa in Q3 2017 and has held it in 2 quarters since.
2,036 funds tracked by Wall St. Rank held Visa as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.