Winthrop Partners - WNY’s Visa V Stock Holding History

Winthrop Partners - WNY’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
2019 Q3	$70.9K	Buy	+412	New	+$73.4K	0.05%	165

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winthrop Partners - WNY's V Position: Q3 2019 in Review

Winthrop Partners - WNY opened a new position in Visa (V) in Q3 2019: 412 shares worth $70.9K. The stake represents 0.05% of the portfolio and ranks #165 among its holdings.

2,430 funds tracked by Wall St. Rank hold V as of Q3 2019.

Winthrop Partners - WNY held 412 shares of Visa worth $70.9K as of Q3 2019.
Visa was a new Winthrop Partners - WNY position in Q3 2019.
Visa made up 0.05% of Winthrop Partners - WNY's portfolio in Q3 2019, its #165 holding.
2,430 funds tracked by Wall St. Rank held Visa as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.