GIM
FISV

Groesbeck Investment Management’s Fiserv Inc FISV Stock Holding History

Groesbeck Investment Management’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
2013
Q4 		– Sell
-30,752
Closed -$777K – 82
2013
Q3 		$777K Hold
30,752
– – 0.34% 52
2013
Q2 		$672K Buy
+30,752
New +$674K 0.28% 51

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Groesbeck Investment Management's FISV Position: Q4 2013 in Review

Groesbeck Investment Management sold out of Fiserv Inc (FISV) in Q4 2013, closing a stake of 30,752 shares — an estimated $777K sold.

Groesbeck Investment Management first reported a position in FISV in Q2 2013 and held it in 2 quarters. The position peaked at $777K in Q3 2013. 591 funds tracked by Wall St. Rank hold FISV as of Q4 2013.

  • Groesbeck Investment Management reported no remaining Fiserv Inc position as of Q4 2013 after selling out during the quarter.
  • Groesbeck Investment Management sold 30,752 Fiserv Inc shares in Q4 2013, an estimated $777K.
  • Groesbeck Investment Management first reported a position in Fiserv Inc in Q2 2013 and held it in 2 quarters.
  • Groesbeck Investment Management's Fiserv Inc position peaked at $777K in Q3 2013.
  • 591 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2013.

Based on Groesbeck Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.