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Fusion Family Wealth’s Fidelity National Information Services FIS Stock Holding History

Fusion Family Wealth’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-65
Closed -$7K – 280
2018
Q2 		$7K Hold
65
– – ﹤0.01% 221
2018
Q1 		$6K Hold
65
– – ﹤0.01% 213
2017
Q4 		$6K Buy
+65
New +$6.11K ﹤0.01% 226
2017
Q3 		– Sell
-65
Closed -$6K – 254
2017
Q2 		$6K Hold
65
– – ﹤0.01% 220
2017
Q1 		$5K Hold
65
– – ﹤0.01% 231
2016
Q4 		$5K Buy
+65
New +$4.96K ﹤0.01% 306

Other funds holding FIS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fusion Family Wealth's FIS Position: Q3 2018 in Review

Fusion Family Wealth sold out of Fidelity National Information Services (FIS) in Q3 2018, closing a stake of 65 shares — an estimated $7K sold.

Fusion Family Wealth first reported a position in FIS in Q4 2016 and held it in 6 quarters. The position peaked at $7K in Q2 2018. 740 funds tracked by Wall St. Rank hold FIS as of Q3 2018.

  • Fusion Family Wealth reported no remaining Fidelity National Information Services position as of Q3 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 65 Fidelity National Information Services shares in Q3 2018, an estimated $7K.
  • Fusion Family Wealth first reported a position in Fidelity National Information Services in Q4 2016 and held it in 6 quarters.
  • Fusion Family Wealth's Fidelity National Information Services position peaked at $7K in Q2 2018.
  • 740 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q3 2018.

Based on Fusion Family Wealth's 13F filing for Q3 2018, filed 7 Nov 2018.