BCWM
FDC

Bartlett & Co Wealth Management’s First Data Corporation FDC Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-32
Closed -$841 – 829
2019
Q1 		$841 Buy
+32
New +$760 ﹤0.01% 689

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DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bartlett & Co Wealth Management's FDC Position: Q2 2019 in Review

Bartlett & Co Wealth Management sold out of First Data Corporation (FDC) in Q2 2019, closing a stake of 32 shares — an estimated $841 sold.

Bartlett & Co Wealth Management first reported a position in FDC in Q1 2019 and held it in 1 quarter. The position peaked at $841 in Q1 2019. 418 funds tracked by Wall St. Rank hold FDC as of Q2 2019.

  • Bartlett & Co Wealth Management reported no remaining First Data Corporation position as of Q2 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 32 First Data Corporation shares in Q2 2019, an estimated $841.
  • Bartlett & Co Wealth Management first reported a position in First Data Corporation in Q1 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's First Data Corporation position peaked at $841 in Q1 2019.
  • 418 funds tracked by Wall St. Rank held First Data Corporation as of Q2 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2019, filed 13 Feb 2024.