Advantage Investment Management’s Fiserv Inc FISV Stock Holding History

Advantage Investment Management’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$34K	Sell	332 -3	-0.9%	-$306	0.03%	410
2019 Q2	$31K	Buy	335 +187	+126%	+$16.4K	0.02%	442
2019 Q1	$13K	Hold	148	–	–	0.01%	608
2018 Q4	$11K	Hold	148	–	–	0.01%	633
2018 Q3	$12K	Buy	+148	New	+$11.6K	0.01%	670
2016 Q3	–	Sell	-1,128	Closed	-$61K	–	924
2016 Q2	$61K	Buy	1,128 +68	+6%	+$3.5K	0.03%	310
2016 Q1	$54K	Buy	+1,060	New	+$50.3K	0.02%	321

Other funds holding FISV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advantage Investment Management's FISV Position: Q3 2019 in Review

Advantage Investment Management reduced its Fiserv Inc (FISV) stake by 0.9% in Q3 2019, selling an estimated $306 and leaving 332 shares worth $34K. The position accounts for 0.03% of the portfolio, ranked #410.

Advantage Investment Management first reported a position in FISV in Q1 2016 and has held it in 7 quarters since. The position peaked at $61K in Q2 2016. 1,131 funds tracked by Wall St. Rank hold FISV as of Q3 2019.

Advantage Investment Management held 332 shares of Fiserv Inc worth $34K as of Q3 2019.
Advantage Investment Management sold 3 Fiserv Inc shares in Q3 2019, an estimated $306.
Fiserv Inc made up 0.03% of Advantage Investment Management's portfolio in Q3 2019, its #410 holding.
Advantage Investment Management first reported a position in Fiserv Inc in Q1 2016 and has held it in 7 quarters since.
Advantage Investment Management's Fiserv Inc position peaked at $61K in Q2 2016.
1,131 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.