AG
FDC

Advisor Group’s First Data Corporation FDC Stock Holding History

Advisor Group’s Portfolio FDC Stock Details FDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-17,170
Closed -$465K – 5635
2019
Q2 		$465K Sell
17,170
-361
-2% -$9.39K ﹤0.01% 1669
2019
Q1 		$461K Sell
17,531
-5,286
-23% -$126K ﹤0.01% 1653
2018
Q4 		$385K Buy
22,817
+7,903
+53% +$154K ﹤0.01% 1594
2018
Q3 		$365K Buy
14,914
+1,688
+13% +$40.7K ﹤0.01% 1704
2018
Q2 		$277K Buy
13,226
+4,179
+46% +$77.4K ﹤0.01% 1731
2018
Q1 		$145K Sell
9,047
-5,116
-36% -$84.7K ﹤0.01% 2244
2017
Q4 		$236K Buy
14,163
+11,476
+427% +$197K ﹤0.01% 1863
2017
Q3 		$48K Sell
2,687
-2,893
-52% -$52.8K ﹤0.01% 2982
2017
Q2 		$102K Buy
5,580
+2,964
+113% +$49.6K ﹤0.01% 2295
2017
Q1 		$40K Sell
2,616
-2,900
-53% -$45.5K ﹤0.01% 2899
2016
Q4 		$78K Buy
5,516
+2,824
+105% +$40.1K ﹤0.01% 2251
2016
Q3 		$35K Buy
2,692
+1,083
+67% +$14K ﹤0.01% 2800
2016
Q2 		$17K Buy
+1,609
New +$19.3K ﹤0.01% 3192

Other funds holding FDC

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Advisor Group's FDC Position: Q3 2019 in Review

Advisor Group sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 17,170 shares — an estimated $465K sold.

Advisor Group first reported a position in FDC in Q2 2016 and held it in 13 quarters. The position peaked at $465K in Q2 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

  • Advisor Group reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 17,170 First Data Corporation shares in Q3 2019, an estimated $465K.
  • Advisor Group first reported a position in First Data Corporation in Q2 2016 and held it in 13 quarters.
  • Advisor Group's First Data Corporation position peaked at $465K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.