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WFG Advisors’s Visa V Stock Holding History

WFG 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
2017
Q2 		$578K Sell
6,161
-1,008
-14% -$93.6K 0.13% 184
2017
Q1 		$637K Buy
7,169
+114
+2% +$9.81K 0.17% 135
2016
Q4 		$550K Sell
7,055
-18,607
-73% -$1.5M 0.13% 192
2016
Q3 		$2.12M Buy
25,662
+974
+4% +$78K 0.53% 41
2016
Q2 		$1.83M Buy
24,688
+1,406
+6% +$110K 0.49% 43
2016
Q1 		$1.78M Sell
23,282
-710
-3% -$51.6K 0.52% 38
2015
Q4 		$1.86M Buy
23,992
+1,486
+7% +$115K 0.56% 35
2015
Q3 		$1.57M Buy
22,506
+4,800
+27% +$343K 0.49% 42
2015
Q2 		$1.19M Buy
17,706
+4,526
+34% +$307K 0.33% 65
2015
Q1 		$862K Sell
13,180
-1,476
-10% -$97.6K 0.24% 93
2014
Q4 		$961K Sell
14,656
-2,540
-15% -$153K 0.19% 116
2014
Q3 		$917K Sell
17,196
-1,332
-7% -$71.6K 0.17% 141
2014
Q2 		$976K Buy
18,528
+3,420
+23% +$179K 0.18% 135
2014
Q1 		$815K Sell
15,108
-16,680
-52% -$927K 0.16% 156
2013
Q4 		$1.77M Buy
31,788
+820
+3% +$41.3K 0.25% 96
2013
Q3 		$1.48M Buy
30,968
+1,312
+4% +$60.6K 0.23% 102
2013
Q2 		$1.35M Buy
+29,656
New +$1.3M 0.23% 111

Other funds holding V

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WFG Advisors's V Position: Q2 2017 in Review

WFG Advisors reduced its Visa (V) stake by 14% in Q2 2017, selling an estimated $93.6K and leaving 6,161 shares worth $578K. The position accounts for 0.13% of the portfolio, ranked #184.

WFG Advisors first reported a position in V in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.12M in Q3 2016. 1,771 funds tracked by Wall St. Rank hold V as of Q2 2017.

  • WFG Advisors held 6,161 shares of Visa worth $578K as of Q2 2017.
  • WFG Advisors sold 1,008 Visa shares in Q2 2017, an estimated $93.6K.
  • Visa made up 0.13% of WFG Advisors's portfolio in Q2 2017, its #184 holding.
  • WFG Advisors first reported a position in Visa in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Visa position peaked at $2.12M in Q3 2016.
  • 1,771 funds tracked by Wall St. Rank held Visa as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.