Independent Advisor Alliance’s First Data Corporation FDC Stock Holding History

Independent Advisor Alliance’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 Q3	–	Sell	-10,939	Closed	-$296K	–	500
2019 Q2	$296K	Sell	10,939 -731	-6%	-$19K	0.04%	301
2019 Q1	$307K	Sell	11,670 -3,734	-24%	-$88.7K	0.04%	311
2018 Q4	$260K	Buy	15,404 +1,201	+8%	+$23.4K	0.05%	316
2018 Q3	$337K	Sell	14,203 -2,255	-14%	-$54.4K	0.06%	247
2018 Q2	$339K	Buy	+16,458	New	+$305K	0.07%	229

Other funds holding FDC

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Independent Advisor Alliance's FDC Position: Q3 2019 in Review

Independent Advisor Alliance sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 10,939 shares — an estimated $296K sold.

Independent Advisor Alliance first reported a position in FDC in Q2 2018 and held it in 5 quarters. The position peaked at $339K in Q2 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Independent Advisor Alliance reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Independent Advisor Alliance sold 10,939 First Data Corporation shares in Q3 2019, an estimated $296K.
Independent Advisor Alliance first reported a position in First Data Corporation in Q2 2018 and held it in 5 quarters.
Independent Advisor Alliance's First Data Corporation position peaked at $339K in Q2 2018.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Independent Advisor Alliance's 13F filing for Q3 2019, filed 12 Nov 2019.