CFA
FISV

Clarfeld Financial Advisors’s Fiserv Inc FISV Stock Holding History

Clarfeld Financial 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
2018
Q4 		$13K Buy
+182
New +$14.1K 0.01% 196

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarfeld Financial Advisors's FISV Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Fiserv Inc (FISV) in Q4 2018: 182 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings.

912 funds tracked by Wall St. Rank hold FISV as of Q4 2018.

  • Clarfeld Financial Advisors held 182 shares of Fiserv Inc worth $13K as of Q4 2018.
  • Fiserv Inc was a new Clarfeld Financial Advisors position in Q4 2018.
  • Fiserv Inc made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #196 holding.
  • 912 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.