Butensky & Cohen Financial Security’s Fiserv Inc FISV Stock Holding History

Butensky & Cohen Financial Security’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 Q1	–	Sell	-21,020	Closed	-$1.12M	–	134
2016 Q4	$1.12M	Sell	21,020 -470	-2%	-$24.1K	1.03%	53
2016 Q3	$1.07M	Sell	21,490 -740	-3%	-$38.8K	1.03%	55
2016 Q2	$1.21M	Sell	22,230 -4,120	-16%	-$212K	1.18%	52
2016 Q1	$1.35M	Sell	26,350 -2,450	-9%	-$116K	1.3%	45
2015 Q4	$1.32M	Sell	28,800 -2,860	-9%	-$134K	1.3%	42
2015 Q3	$1.37M	Sell	31,660 -3,382	-10%	-$146K	1.46%	31
2015 Q2	$1.45M	Sell	35,042 -2,130	-6%	-$85.7K	1.46%	32
2015 Q1	$1.48M	Sell	37,172 -3,140	-8%	-$120K	1.47%	30
2014 Q4	$1.43M	Buy	+40,312	New	+$1.38M	1.44%	31

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Butensky & Cohen Financial Security's FISV Position: Q1 2017 in Review

Butensky & Cohen Financial Security sold out of Fiserv Inc (FISV) in Q1 2017, closing a stake of 21,020 shares — an estimated $1.12M sold.

Butensky & Cohen Financial Security first reported a position in FISV in Q4 2014 and held it in 9 quarters. The position peaked at $1.48M in Q1 2015. 748 funds tracked by Wall St. Rank hold FISV as of Q1 2017.

Butensky & Cohen Financial Security reported no remaining Fiserv Inc position as of Q1 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 21,020 Fiserv Inc shares in Q1 2017, an estimated $1.12M.
Butensky & Cohen Financial Security first reported a position in Fiserv Inc in Q4 2014 and held it in 9 quarters.
Butensky & Cohen Financial Security's Fiserv Inc position peaked at $1.48M in Q1 2015.
748 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q1 2017, filed 20 Apr 2017.