Aris Wealth Services’s Fiserv Inc FISV Stock Holding History

Aris Wealth Services’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
2015 Q3	$15K	Sell	340 -27,904	-99%	-$1.21M	0.03%	188
2015 Q2	$1.17M	Buy	28,244 +576	+2%	+$23.2K	1.07%	18
2015 Q1	$1.1M	Buy	27,668 +648	+2%	+$24.7K	1.02%	18
2014 Q4	$959K	Sell	27,020 -590	-2%	-$20.2K	1.07%	21
2014 Q3	$892K	Buy	27,610 +1,010	+4%	+$31.9K	1.11%	20
2014 Q2	$802K	Buy	26,600 +2,566	+11%	+$76.1K	1.05%	19
2014 Q1	$681K	Buy	24,034 +1,244	+5%	+$35.6K	1%	25
2013 Q4	$673K	Buy	22,790 +66	+0.3%	+$1.78K	1.13%	20
2013 Q3	$574K	Buy	22,724 +20	+0.1%	+$484	1.05%	26
2013 Q2	$496K	Buy	+22,704	New	+$498K	1.06%	23

Other funds holding FISV

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

Aris Wealth Services's FISV Position: Q3 2015 in Review

Aris Wealth Services reduced its Fiserv Inc (FISV) stake by 99% in Q3 2015, selling an estimated $1.21M and leaving 340 shares worth $15K. The position accounts for 0.03% of the portfolio, ranked #188.

Aris Wealth Services first reported a position in FISV in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.17M in Q2 2015. 682 funds tracked by Wall St. Rank hold FISV as of Q3 2015.

Aris Wealth Services held 340 shares of Fiserv Inc worth $15K as of Q3 2015.
Aris Wealth Services sold 27,904 Fiserv Inc shares in Q3 2015, an estimated $1.21M.
Fiserv Inc made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #188 holding.
Aris Wealth Services first reported a position in Fiserv Inc in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Fiserv Inc position peaked at $1.17M in Q2 2015.
682 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.