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Bell & Brown Wealth Advisors’s Fidelity National Information Services FIS Stock Holding History

Bell & Brown Wealth Advisors’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,162
Closed -$203K – 88
2017
Q4 		$203K Buy
+2,162
New +$203K 0.21% 80

Other funds holding FIS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Bell & Brown Wealth Advisors's FIS Position: Q1 2018 in Review

Bell & Brown Wealth Advisors sold out of Fidelity National Information Services (FIS) in Q1 2018, closing a stake of 2,162 shares — an estimated $203K sold.

Bell & Brown Wealth Advisors first reported a position in FIS in Q4 2017 and held it in 1 quarter. The position peaked at $203K in Q4 2017. 728 funds tracked by Wall St. Rank hold FIS as of Q1 2018.

  • Bell & Brown Wealth Advisors reported no remaining Fidelity National Information Services position as of Q1 2018 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 2,162 Fidelity National Information Services shares in Q1 2018, an estimated $203K.
  • Bell & Brown Wealth Advisors first reported a position in Fidelity National Information Services in Q4 2017 and held it in 1 quarter.
  • Bell & Brown Wealth Advisors's Fidelity National Information Services position peaked at $203K in Q4 2017.
  • 728 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2018.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2018, filed 2 May 2018.