AmeriServ Wealth Advisors’s Fiserv Inc FISV Stock Holding History

AmeriServ Wealth Advisors’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	$425K	Hold	4,100	–	–	0.58%	33
2019 Q2	$374K	Sell	4,100 -300	-7%	-$26.3K	0.49%	40
2019 Q1	$388K	Hold	4,400	–	–	0.81%	39
2018 Q4	$323K	Hold	4,400	–	–	0.82%	40
2018 Q3	$348K	Hold	4,400	–	–	0.43%	48
2018 Q2	$341K	Hold	4,400	–	–	0.46%	47
2018 Q1	$314K	Hold	4,400	–	–	0.36%	53
2017 Q4	$310K	Buy	+4,400	New	+$284K	0.3%	55
2016 Q4	–	Sell	-4,400	Closed	-$220K	–	48
2016 Q3	$220K	Buy	+4,400	New	+$231K	0.28%	61
2015 Q3	–	Sell	-4,400	Closed	-$182K	–	88
2015 Q2	$182K	Buy	+4,400	New	+$177K	0.21%	85
2015 Q1	–	Sell	-18,400	Closed	-$653K	–	102
2014 Q4	$653K	Hold	18,400	–	–	0.63%	41
2014 Q3	$595K	Hold	18,400	–	–	1.03%	34
2014 Q2	$555K	Sell	18,400 -12,400	-40%	-$368K	0.6%	45
2014 Q1	$873K	Sell	30,800 -48,800	-61%	-$1.4M	0.88%	26
2013 Q4	$2.35M	Sell	79,600 -4,000	-5%	-$108K	1.4%	11
2013 Q3	$2.11M	Buy	83,600 +800	+1%	+$19.4K	1.34%	11
2013 Q2	$1.81M	Buy	+82,800	New	+$1.82M	1.16%	18

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 $298B AUM 21.96% 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

AmeriServ Wealth Advisors's FISV Position: Q3 2019 in Review

AmeriServ Wealth Advisors held its Fiserv Inc (FISV) position steady in Q3 2019 at 4,100 shares worth $425K. The position accounts for 0.58% of the portfolio, ranked #33.

AmeriServ Wealth Advisors first reported a position in FISV in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.35M in Q4 2013. 1,130 funds tracked by Wall St. Rank hold FISV as of Q3 2019.

AmeriServ Wealth Advisors held 4,100 shares of Fiserv Inc worth $425K as of Q3 2019.
AmeriServ Wealth Advisors left its Fiserv Inc share count unchanged in Q3 2019.
Fiserv Inc made up 0.58% of AmeriServ Wealth Advisors's portfolio in Q3 2019, its #33 holding.
AmeriServ Wealth Advisors first reported a position in Fiserv Inc in Q2 2013 and has held it in 17 quarters since.
AmeriServ Wealth Advisors's Fiserv Inc position peaked at $2.35M in Q4 2013.
1,130 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2019.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.