EIA
FDC

Edgemoor Investment Advisors’s First Data Corporation FDC Stock Holding History

Edgemoor Investment 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
-21,155
Closed -$573K – 142
2019
Q2 		$573K Sell
21,155
-450
-2% -$11.7K 0.07% 95
2019
Q1 		$568K Sell
21,605
-668,154
-97% -$15.9M 0.07% 95
2018
Q4 		$11.7M Sell
689,759
-10,690
-2% -$208K 1.74% 16
2018
Q3 		$17.1M Sell
700,449
-357
-0.1% -$8.61K 2.13% 11
2018
Q2 		$14.7M Sell
700,806
-1,990
-0.3% -$36.9K 1.96% 14
2018
Q1 		$11.2M Sell
702,796
-5,950
-0.8% -$98.5K 1.5% 20
2017
Q4 		$12.4M Sell
708,746
-2,833
-0.4% -$48.7K 1.56% 19
2017
Q3 		$12.8M Buy
711,579
+3,795
+0.5% +$69.2K 1.74% 16
2017
Q2 		$12.9M Buy
707,784
+11,874
+2% +$199K 1.76% 16
2017
Q1 		$10.8M Buy
695,910
+1,105
+0.2% +$17.3K 1.53% 23
2016
Q4 		$9.86M Buy
694,805
+6,455
+0.9% +$91.7K 1.5% 26
2016
Q3 		$9.06M Buy
688,350
+95,440
+16% +$1.23M 1.39% 27
2016
Q2 		$6.66M Buy
+592,910
New +$7.12M 1.05% 40

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

Edgemoor Investment Advisors's FDC Position: Q3 2019 in Review

Edgemoor Investment Advisors sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 21,155 shares — an estimated $573K sold.

Edgemoor Investment Advisors first reported a position in FDC in Q2 2016 and held it in 13 quarters. The position peaked at $17.1M in Q3 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

  • Edgemoor Investment Advisors reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 21,155 First Data Corporation shares in Q3 2019, an estimated $573K.
  • Edgemoor Investment Advisors first reported a position in First Data Corporation in Q2 2016 and held it in 13 quarters.
  • Edgemoor Investment Advisors's First Data Corporation position peaked at $17.1M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.