Berman Capital Advisors’s First Data Corporation FDC Stock Holding History

Berman Capital Advisors’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 Q3	–	Sell	-651	Closed	-$17K	–	1701
2019 Q2	$17K	Sell	651 -2,542	-80%	-$66.1K	0.01%	570
2019 Q1	$82K	Sell	3,193 -5,213	-62%	-$124K	0.03%	218
2018 Q4	$140K	Buy	+8,406	New	+$164K	0.06%	135
2018 Q3	–	Sell	-10,833	Closed	-$215K	–	132
2018 Q2	$215K	Sell	10,833 -1,078	-9%	-$20K	0.07%	105
2018 Q1	$199K	Buy	+11,911	New	+$197K	0.08%	106

Other funds holding FDC

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Berman Capital Advisors's FDC Position: Q3 2019 in Review

Berman Capital Advisors sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 651 shares — an estimated $17K sold.

Berman Capital Advisors first reported a position in FDC in Q1 2018 and held it in 5 quarters. The position peaked at $215K in Q2 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Berman Capital Advisors reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Berman Capital Advisors sold 651 First Data Corporation shares in Q3 2019, an estimated $17K.
Berman Capital Advisors first reported a position in First Data Corporation in Q1 2018 and held it in 5 quarters.
Berman Capital Advisors's First Data Corporation position peaked at $215K in Q2 2018.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.