IWP
FDC

Icon Wealth Partners’s First Data Corporation FDC Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-699
Closed -$18K – 916
2019
Q1 		$18K Buy
+699
New +$16.6K 0.01% 588
2018
Q3 		– Sell
-1,609
Closed -$34K – 845
2018
Q2 		$34K Buy
+1,609
New +$29.8K 0.01% 471
2018
Q1 		– Sell
-203
Closed -$3K – 880
2017
Q4 		$3K Buy
+203
New +$3.49K ﹤0.01% 819

Other funds holding FDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Icon Wealth Partners's FDC Position: Q2 2019 in Review

Icon Wealth Partners sold out of First Data Corporation (FDC) in Q2 2019, closing a stake of 699 shares — an estimated $18K sold.

Icon Wealth Partners first reported a position in FDC in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q2 2018. 418 funds tracked by Wall St. Rank hold FDC as of Q2 2019.

  • Icon Wealth Partners reported no remaining First Data Corporation position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 699 First Data Corporation shares in Q2 2019, an estimated $18K.
  • Icon Wealth Partners first reported a position in First Data Corporation in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's First Data Corporation position peaked at $34K in Q2 2018.
  • 418 funds tracked by Wall St. Rank held First Data Corporation as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.