IA
FDC

IFP Advisors’s First Data Corporation FDC Stock Holding History

IFP Advisors’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
Q1 		$5K Sell
199
-51,582
-100% -$1.23M ﹤0.01% 1906
2018
Q4 		$877K Buy
51,781
+9,938
+24% +$194K 0.05% 377
2018
Q3 		$1.02M Buy
41,843
+3,620
+9% +$87.3K 0.04% 420
2018
Q2 		$800K Buy
38,223
+36,623
+2,289% +$679K 0.03% 487
2018
Q1 		$27K Hold
1,600
– – ﹤0.01% 2210
2017
Q4 		$27K Sell
1,600
-1,211
-43% -$20.8K ﹤0.01% 2239
2017
Q3 		$51K Sell
2,811
-700
-20% -$12.8K ﹤0.01% 1988
2017
Q2 		$64K Buy
3,511
+3,500
+31,818% +$58.6K ﹤0.01% 1804
2017
Q1 		$0 Hold
11
– – ﹤0.01% 4387
2016
Q4 		$0 Hold
11
– – ﹤0.01% 4374
2016
Q3 		$0 Hold
11
– – ﹤0.01% 4305
2016
Q2 		$0 Sell
11
-188
-94% -$2.26K ﹤0.01% 4349
2016
Q1 		$5K Sell
199
-749
-79% -$9.63K ﹤0.01% 1900
2015
Q4 		$15K Buy
+948
New +$15.6K ﹤0.01% 2365

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

IFP Advisors's FDC Position: Q1 2019 in Review

IFP Advisors reduced its First Data Corporation (FDC) stake by 100% in Q1 2019, selling an estimated $1.23M and leaving 199 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

IFP Advisors first reported a position in FDC in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2018. 455 funds tracked by Wall St. Rank hold FDC as of Q1 2019.

  • IFP Advisors held 199 shares of First Data Corporation worth $5K as of Q1 2019.
  • IFP Advisors sold 51,582 First Data Corporation shares in Q1 2019, an estimated $1.23M.
  • First Data Corporation made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1906 holding.
  • IFP Advisors first reported a position in First Data Corporation in Q4 2015 and has held it in 14 quarters since.
  • IFP Advisors's First Data Corporation position peaked at $1.02M in Q3 2018.
  • 455 funds tracked by Wall St. Rank held First Data Corporation as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.