BIG
FISV

Bellwether Investment Group’s Fiserv Inc FISV Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-212
Closed -$12K – 257
2017
Q1 		$12K Hold
212
– – 0.03% 441
2016
Q4 		$11K Buy
+212
New +$10.9K 0.01% 610

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Investment Group's FISV Position: Q2 2017 in Review

Bellwether Investment Group sold out of Fiserv Inc (FISV) in Q2 2017, closing a stake of 212 shares — an estimated $12K sold.

Bellwether Investment Group first reported a position in FISV in Q4 2016 and held it in 2 quarters. The position peaked at $12K in Q1 2017. 759 funds tracked by Wall St. Rank hold FISV as of Q2 2017.

  • Bellwether Investment Group reported no remaining Fiserv Inc position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 212 Fiserv Inc shares in Q2 2017, an estimated $12K.
  • Bellwether Investment Group first reported a position in Fiserv Inc in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Fiserv Inc position peaked at $12K in Q1 2017.
  • 759 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.