Coyle Financial Counsel’s First Data Corporation FDC Stock Holding History

Coyle Financial Counsel’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	-61,315	Closed	-$1.66M	–	60
2019 Q2	$1.66M	Sell	61,315 -444	-0.7%	-$11.6K	1.48%	15
2019 Q1	$1.62M	Sell	61,759 -67,778	-52%	-$1.61M	1.57%	17
2018 Q4	$2.19M	Buy	129,537 +47,106	+57%	+$918K	2.31%	11
2018 Q3	$2.02M	Sell	82,431 -5,947	-7%	-$143K	2.24%	17
2018 Q2	$1.85M	Buy	+88,378	New	+$1.64M	1.73%	21

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

Coyle Financial Counsel's FDC Position: Q3 2019 in Review

Coyle Financial Counsel sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 61,315 shares — an estimated $1.66M sold.

Coyle Financial Counsel first reported a position in FDC in Q2 2018 and held it in 5 quarters. The position peaked at $2.19M in Q4 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Coyle Financial Counsel reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Coyle Financial Counsel sold 61,315 First Data Corporation shares in Q3 2019, an estimated $1.66M.
Coyle Financial Counsel first reported a position in First Data Corporation in Q2 2018 and held it in 5 quarters.
Coyle Financial Counsel's First Data Corporation position peaked at $2.19M in Q4 2018.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Coyle Financial Counsel's 13F filing for Q3 2019, filed 13 Nov 2019.