CCM
FISV

Credo Capital Management’s Fiserv Inc FISV Stock Holding History

Credo Capital Management’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
2013
Q4 		– Sell
-36,908
Closed -$932K – 176
2013
Q3 		$932K Sell
36,908
-55,852
-60% -$1.35M 1.6% 29
2013
Q2 		$2.03M Buy
+92,760
New +$2.03M 1.56% 36

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Credo Capital Management's FISV Position: Q4 2013 in Review

Credo Capital Management sold out of Fiserv Inc (FISV) in Q4 2013, closing a stake of 36,908 shares — an estimated $932K sold.

Credo Capital Management first reported a position in FISV in Q2 2013 and held it in 2 quarters. The position peaked at $2.03M in Q2 2013. 590 funds tracked by Wall St. Rank hold FISV as of Q4 2013.

  • Credo Capital Management reported no remaining Fiserv Inc position as of Q4 2013 after selling out during the quarter.
  • Credo Capital Management sold 36,908 Fiserv Inc shares in Q4 2013, an estimated $932K.
  • Credo Capital Management first reported a position in Fiserv Inc in Q2 2013 and held it in 2 quarters.
  • Credo Capital Management's Fiserv Inc position peaked at $2.03M in Q2 2013.
  • 590 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.