EMFAT
FISV

Emerald Mutual Fund Advisers Trust’s Fiserv Inc FISV Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2020
Q1 		– Sell
-640
Closed -$74K – 254
2019
Q4 		$74K Buy
+640
New +$70.7K ﹤0.01% 237

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Massachusetts Financial Services
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LP
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's FISV Position: Q1 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Fiserv Inc (FISV) in Q1 2020, closing a stake of 640 shares — an estimated $74K sold.

Emerald Mutual Fund Advisers Trust first reported a position in FISV in Q4 2019 and held it in 1 quarter. The position peaked at $74K in Q4 2019. 1,168 funds tracked by Wall St. Rank hold FISV as of Q1 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Fiserv Inc position as of Q1 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 640 Fiserv Inc shares in Q1 2020, an estimated $74K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Fiserv Inc in Q4 2019 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Fiserv Inc position peaked at $74K in Q4 2019.
  • 1,168 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2020, filed 30 Apr 2020.