HRIA
FISV

Haberer Registered Investment Advisor’s Fiserv Inc FISV Stock Holding History

Haberer Registered Investment Advisor’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
-1,332
Closed -$34K – 434
2013
Q3 		$34K Sell
1,332
-1,348
-50% -$32.6K 0.01% 181
2013
Q2 		$59K Buy
+2,680
New +$58.8K 0.02% 172

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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Haberer Registered Investment Advisor's FISV Position: Q4 2013 in Review

Haberer Registered Investment Advisor sold out of Fiserv Inc (FISV) in Q4 2013, closing a stake of 1,332 shares — an estimated $34K sold.

Haberer Registered Investment Advisor first reported a position in FISV in Q2 2013 and held it in 2 quarters. The position peaked at $59K in Q2 2013. 591 funds tracked by Wall St. Rank hold FISV as of Q4 2013.

  • Haberer Registered Investment Advisor reported no remaining Fiserv Inc position as of Q4 2013 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 1,332 Fiserv Inc shares in Q4 2013, an estimated $34K.
  • Haberer Registered Investment Advisor first reported a position in Fiserv Inc in Q2 2013 and held it in 2 quarters.
  • Haberer Registered Investment Advisor's Fiserv Inc position peaked at $59K in Q2 2013.
  • 591 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2013.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2013, filed 9 Jan 2014.