Westend Partners’s Visa V Stock Holding History

Westend Partners’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
2013 Q3	$2.34M	Buy	+47,160	New	+$2.18M	2.79%	12

Other funds holding V

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westend Partners's V Position: Q3 2013 in Review

Westend Partners opened a new position in Visa (V) in Q3 2013: 47,160 shares worth $2.34M. The stake represents 2.79% of the portfolio and ranks #12 among its holdings.

1,081 funds tracked by Wall St. Rank hold V as of Q3 2013.

Westend Partners held 47,160 shares of Visa worth $2.34M as of Q3 2013.
Visa was a new Westend Partners position in Q3 2013.
Visa made up 2.79% of Westend Partners's portfolio in Q3 2013, its #12 holding.
1,081 funds tracked by Wall St. Rank held Visa as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.