CT Financial Advisors’s Fiserv Inc FISV Stock Holding History

CT 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
2017 Q1	$92.2K	Sell	1,600 -480	-23%	-$26.9K	0.06%	208
2016 Q4	$111K	Hold	2,080	–	–	0.07%	192
2016 Q3	$103K	Hold	2,080	–	–	0.06%	195
2016 Q2	$113K	Hold	2,080	–	–	0.07%	189
2016 Q1	$107K	Hold	2,080	–	–	0.06%	205
2015 Q4	$95.1K	Hold	2,080	–	–	0.05%	212
2015 Q3	$90.1K	Hold	2,080	–	–	0.06%	220
2015 Q2	$86.1K	Hold	2,080	–	–	0.05%	238
2015 Q1	$82.6K	Hold	2,080	–	–	0.05%	247
2014 Q4	$73.8K	Buy	+2,080	New	+$71.2K	0.06%	201
2014 Q1	$82.6K	Buy	+2,080	New	+$59.5K	0.05%	247

Other funds holding FISV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CT Financial Advisors's FISV Position: Q1 2017 in Review

CT Financial Advisors reduced its Fiserv Inc (FISV) stake by 23% in Q1 2017, selling an estimated $26.9K and leaving 1,600 shares worth $92.2K. The position accounts for 0.06% of the portfolio, ranked #208.

CT Financial Advisors first reported a position in FISV in Q1 2014 and has held it in 11 quarters since. The position peaked at $113K in Q2 2016. 748 funds tracked by Wall St. Rank hold FISV as of Q1 2017.

CT Financial Advisors held 1,600 shares of Fiserv Inc worth $92.2K as of Q1 2017.
CT Financial Advisors sold 480 Fiserv Inc shares in Q1 2017, an estimated $26.9K.
Fiserv Inc made up 0.06% of CT Financial Advisors's portfolio in Q1 2017, its #208 holding.
CT Financial Advisors first reported a position in Fiserv Inc in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Fiserv Inc position peaked at $113K in Q2 2016.
748 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.