GWM
FISV

Gupta Wealth Management’s Fiserv Inc FISV Stock Holding History

Gupta Wealth 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
2016
Q1 		$161K Sell
3,140
-400
-11% -$19K 0.04% 271
2015
Q4 		$162K Sell
3,540
-1,008
-22% -$47.3K 0.04% 272
2015
Q3 		$197K Buy
4,548
+1,624
+56% +$70.3K 0.05% 249
2015
Q2 		$121K Hold
2,924
– – 0.03% 322
2015
Q1 		$116K Buy
+2,924
New +$111K 0.03% 285

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Gupta Wealth Management's FISV Position: Q1 2016 in Review

Gupta Wealth Management reduced its Fiserv Inc (FISV) stake by 11% in Q1 2016, selling an estimated $19K and leaving 3,140 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #271.

Gupta Wealth Management first reported a position in FISV in Q1 2015 and has held it in 5 quarters since. The position peaked at $197K in Q3 2015. 764 funds tracked by Wall St. Rank hold FISV as of Q1 2016.

  • Gupta Wealth Management held 3,140 shares of Fiserv Inc worth $161K as of Q1 2016.
  • Gupta Wealth Management sold 400 Fiserv Inc shares in Q1 2016, an estimated $19K.
  • Fiserv Inc made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #271 holding.
  • Gupta Wealth Management first reported a position in Fiserv Inc in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Fiserv Inc position peaked at $197K in Q3 2015.
  • 764 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.