CDIA
FISV

Capital Directions Investment Advisors’s Fiserv Inc FISV Stock Holding History

Capital Directions Investment Advisors’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
2019
Q1 		– Sell
-34
Closed -$2K – 97
2018
Q4 		$2K Buy
+34
New +$2.63K ﹤0.01% 100

Other funds holding FISV

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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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Directions Investment Advisors's FISV Position: Q1 2019 in Review

Capital Directions Investment Advisors sold out of Fiserv Inc (FISV) in Q1 2019, closing a stake of 34 shares — an estimated $2K sold.

Capital Directions Investment Advisors first reported a position in FISV in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 981 funds tracked by Wall St. Rank hold FISV as of Q1 2019.

  • Capital Directions Investment Advisors reported no remaining Fiserv Inc position as of Q1 2019 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 34 Fiserv Inc shares in Q1 2019, an estimated $2K.
  • Capital Directions Investment Advisors first reported a position in Fiserv Inc in Q4 2018 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Fiserv Inc position peaked at $2K in Q4 2018.
  • 981 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2019.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.