APP
FDC

Avantax Planning Partners’s First Data Corporation FDC Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,130
Closed -$28K – 1489
2018
Q3 		$28K Buy
+1,130
New +$27.2K ﹤0.01% 626
2018
Q2 		– Sell
-697
Closed -$11K – 1908
2018
Q1 		$11K Buy
+697
New +$11.5K ﹤0.01% 1035

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's FDC Position: Q4 2018 in Review

Avantax Planning Partners sold out of First Data Corporation (FDC) in Q4 2018, closing a stake of 1,130 shares — an estimated $28K sold.

Avantax Planning Partners first reported a position in FDC in Q1 2018 and held it in 2 quarters. The position peaked at $28K in Q3 2018. 448 funds tracked by Wall St. Rank hold FDC as of Q4 2018.

  • Avantax Planning Partners reported no remaining First Data Corporation position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,130 First Data Corporation shares in Q4 2018, an estimated $28K.
  • Avantax Planning Partners first reported a position in First Data Corporation in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's First Data Corporation position peaked at $28K in Q3 2018.
  • 448 funds tracked by Wall St. Rank held First Data Corporation as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.