Clear Perspective Advisors’s First Data Corporation FDC Stock Holding History

Clear Perspective Advisors’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 Q3	–	Sell	-14,467	Closed	-$392K	–	191
2019 Q2	$392K	Hold	14,467	–	–	0.25%	94
2019 Q1	$363K	Sell	14,467 -2,000	-12%	-$47.5K	0.26%	95
2018 Q4	$278K	Buy	+16,467	New	+$321K	0.23%	106
2018 Q3	–	Sell	-2,854	Closed	-$60K	–	489
2018 Q2	$60K	Hold	2,854	–	–	0.04%	235
2018 Q1	$46K	Buy	+2,854	New	+$47.3K	0.03%	249

Other funds holding FDC

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Clear Perspective Advisors's FDC Position: Q3 2019 in Review

Clear Perspective Advisors sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 14,467 shares — an estimated $392K sold.

Clear Perspective Advisors first reported a position in FDC in Q1 2018 and held it in 5 quarters. The position peaked at $392K in Q2 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Clear Perspective Advisors reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 14,467 First Data Corporation shares in Q3 2019, an estimated $392K.
Clear Perspective Advisors first reported a position in First Data Corporation in Q1 2018 and held it in 5 quarters.
Clear Perspective Advisors's First Data Corporation position peaked at $392K in Q2 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.