Glassman Wealth Services’s First Data Corporation FDC Stock Holding History

Glassman Wealth Services’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	-28	Closed	-$1K	–	1591
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	1033
2019 Q1	$1K	Buy	28 +9	+47%	+$214	﹤0.01%	1005
2018 Q4	$0	Buy	+19	New	+$370	﹤0.01%	1113

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

Glassman Wealth Services's FDC Position: Q3 2019 in Review

Glassman Wealth Services sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 28 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in FDC in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Glassman Wealth Services reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Glassman Wealth Services sold 28 First Data Corporation shares in Q3 2019, an estimated $1K.
Glassman Wealth Services first reported a position in First Data Corporation in Q4 2018 and held it in 3 quarters.
Glassman Wealth Services's First Data Corporation position peaked at $1K in Q2 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Glassman Wealth Services's 13F filing for Q3 2019, filed 1 Nov 2019.