AWM
FDC

Aries Wealth Management’s First Data Corporation FDC Stock Holding History

Aries Wealth Management’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
Q1 		– Sell
-16,060
Closed -$272K – 158
2018
Q4 		$272K Buy
16,060
+3,285
+26% +$64.1K 0.29% 88
2018
Q3 		$313K Buy
12,775
+600
+5% +$14.5K 0.28% 87
2018
Q2 		$283K Buy
+12,175
New +$226K 0.26% 94

Other funds holding FDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Aries Wealth Management's FDC Position: Q1 2019 in Review

Aries Wealth Management sold out of First Data Corporation (FDC) in Q1 2019, closing a stake of 16,060 shares — an estimated $272K sold.

Aries Wealth Management first reported a position in FDC in Q2 2018 and held it in 3 quarters. The position peaked at $313K in Q3 2018. 455 funds tracked by Wall St. Rank hold FDC as of Q1 2019.

  • Aries Wealth Management reported no remaining First Data Corporation position as of Q1 2019 after selling out during the quarter.
  • Aries Wealth Management sold 16,060 First Data Corporation shares in Q1 2019, an estimated $272K.
  • Aries Wealth Management first reported a position in First Data Corporation in Q2 2018 and held it in 3 quarters.
  • Aries Wealth Management's First Data Corporation position peaked at $313K in Q3 2018.
  • 455 funds tracked by Wall St. Rank held First Data Corporation as of Q1 2019.

Based on Aries Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.