CI
FISV

Cavalier Investments’s Fiserv Inc FISV Stock Holding History

Cavalier Investments’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
2016
Q4 		– Sell
-6,800
Closed -$338K – 135
2016
Q3 		$338K Hold
6,800
– – 0.21% 79
2016
Q2 		$370K Hold
6,800
– – 0.22% 86
2016
Q1 		$349K Sell
6,800
-6,420
-49% -$304K 0.2% 74
2015
Q4 		$605K Buy
+13,220
New +$621K 0.36% 53

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Cavalier Investments's FISV Position: Q4 2016 in Review

Cavalier Investments sold out of Fiserv Inc (FISV) in Q4 2016, closing a stake of 6,800 shares — an estimated $338K sold.

Cavalier Investments first reported a position in FISV in Q4 2015 and held it in 4 quarters. The position peaked at $605K in Q4 2015. 748 funds tracked by Wall St. Rank hold FISV as of Q4 2016.

  • Cavalier Investments reported no remaining Fiserv Inc position as of Q4 2016 after selling out during the quarter.
  • Cavalier Investments sold 6,800 Fiserv Inc shares in Q4 2016, an estimated $338K.
  • Cavalier Investments first reported a position in Fiserv Inc in Q4 2015 and held it in 4 quarters.
  • Cavalier Investments's Fiserv Inc position peaked at $605K in Q4 2015.
  • 748 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.