AIA
FDC

Alera Investment Advisors’s First Data Corporation FDC Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-27
Closed -$1K – 1239
2019
Q1 		$1K Buy
+27
New +$641 ﹤0.01% 1176

Other funds holding FDC

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
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alera Investment Advisors's FDC Position: Q2 2019 in Review

Alera Investment Advisors sold out of First Data Corporation (FDC) in Q2 2019, closing a stake of 27 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in FDC in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 419 funds tracked by Wall St. Rank hold FDC as of Q2 2019.

  • Alera Investment Advisors reported no remaining First Data Corporation position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 27 First Data Corporation shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in First Data Corporation in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's First Data Corporation position peaked at $1K in Q1 2019.
  • 419 funds tracked by Wall St. Rank held First Data Corporation as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.