Ballew Advisors’s Fiserv Inc FISV Stock Holding History

Ballew 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
2018 Q4	–	Sell	-1,600	Closed	-$125K	–	210
2018 Q3	$125K	Hold	1,600	–	–	0.11%	104
2018 Q2	$119K	Hold	1,600	–	–	0.13%	104
2018 Q1	$114K	Buy	+1,600	New	+$113K	0.1%	111

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ballew Advisors's FISV Position: Q4 2018 in Review

Ballew Advisors sold out of Fiserv Inc (FISV) in Q4 2018, closing a stake of 1,600 shares — an estimated $125K sold.

Ballew Advisors first reported a position in FISV in Q1 2018 and held it in 3 quarters. The position peaked at $125K in Q3 2018. 911 funds tracked by Wall St. Rank hold FISV as of Q4 2018.

Ballew Advisors reported no remaining Fiserv Inc position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 1,600 Fiserv Inc shares in Q4 2018, an estimated $125K.
Ballew Advisors first reported a position in Fiserv Inc in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Fiserv Inc position peaked at $125K in Q3 2018.
911 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.