EGA
FISV

Eagle Global Advisors’s Fiserv Inc FISV Stock Holding History

Eagle Global 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
Q1 		– Sell
-4,404
Closed -$289K – 245
2017
Q4 		$289K Hold
4,404
– – 0.01% 209
2017
Q3 		$284K Hold
4,404
– – 0.01% 212
2017
Q2 		$269K Hold
4,404
– – 0.01% 307
2017
Q1 		$254K Hold
4,404
– – 0.01% 317
2016
Q4 		$234K Hold
4,404
– – 0.01% 304
2016
Q3 		$219K Hold
4,404
– – 0.01% 303
2016
Q2 		$239K Hold
4,404
– – 0.01% 299
2016
Q1 		$226K Hold
4,404
– – 0.01% 315
2015
Q4 		$201K Buy
+4,404
New +$207K 0.01% 325

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Global Advisors's FISV Position: Q1 2018 in Review

Eagle Global Advisors sold out of Fiserv Inc (FISV) in Q1 2018, closing a stake of 4,404 shares — an estimated $289K sold.

Eagle Global Advisors first reported a position in FISV in Q4 2015 and held it in 9 quarters. The position peaked at $289K in Q4 2017. 863 funds tracked by Wall St. Rank hold FISV as of Q1 2018.

  • Eagle Global Advisors reported no remaining Fiserv Inc position as of Q1 2018 after selling out during the quarter.
  • Eagle Global Advisors sold 4,404 Fiserv Inc shares in Q1 2018, an estimated $289K.
  • Eagle Global Advisors first reported a position in Fiserv Inc in Q4 2015 and held it in 9 quarters.
  • Eagle Global Advisors's Fiserv Inc position peaked at $289K in Q4 2017.
  • 863 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2018.

Based on Eagle Global Advisors's 13F filing for Q1 2018, filed 4 May 2018.