CIBC Private Wealth Group
FDC

CIBC Private Wealth Group’s First Data Corporation FDC Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-14,203
Closed -$373K – 985
2019
Q1 		$373K Buy
+14,203
New +$337K ﹤0.01% 779
2018
Q3 		– Sell
-1,332
Closed -$28K – 2033
2018
Q2 		$28K Hold
1,332
– – ﹤0.01% 1322
2018
Q1 		$21K Sell
1,332
-24,374
-95% -$404K ﹤0.01% 1384
2017
Q4 		$430K Buy
25,706
+7,835
+44% +$135K ﹤0.01% 809
2017
Q3 		$322K Buy
+17,871
New +$326K ﹤0.01% 835

Other funds holding FDC

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
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group's FDC Position: Q2 2019 in Review

CIBC Private Wealth Group sold out of First Data Corporation (FDC) in Q2 2019, closing a stake of 14,203 shares — an estimated $373K sold.

CIBC Private Wealth Group first reported a position in FDC in Q3 2017 and held it in 5 quarters. The position peaked at $430K in Q4 2017. 418 funds tracked by Wall St. Rank hold FDC as of Q2 2019.

  • CIBC Private Wealth Group reported no remaining First Data Corporation position as of Q2 2019 after selling out during the quarter.
  • CIBC Private Wealth Group sold 14,203 First Data Corporation shares in Q2 2019, an estimated $373K.
  • CIBC Private Wealth Group first reported a position in First Data Corporation in Q3 2017 and held it in 5 quarters.
  • CIBC Private Wealth Group's First Data Corporation position peaked at $430K in Q4 2017.
  • 418 funds tracked by Wall St. Rank held First Data Corporation as of Q2 2019.

Based on CIBC Private Wealth Group's 13F filing for Q2 2019, filed 31 Jul 2019.