IPC
FDC

Independent Portfolio Consultants’s First Data Corporation FDC Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$140K Buy
7,687
+817
+12% +$13.7K 0.06% 361
2017
Q1 		$106K Buy
+6,870
New +$108K 0.04% 439

Other funds holding FDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

Independent Portfolio Consultants's FDC Position: Q2 2017 in Review

Independent Portfolio Consultants increased its First Data Corporation (FDC) stake by 12% in Q2 2017, buying an estimated $13.7K and bringing the position to 7,687 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #361.

Independent Portfolio Consultants first reported a position in FDC in Q1 2017 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold FDC as of Q2 2017.

  • Independent Portfolio Consultants held 7,687 shares of First Data Corporation worth $140K as of Q2 2017.
  • Independent Portfolio Consultants bought 817 First Data Corporation shares in Q2 2017, an estimated $13.7K.
  • First Data Corporation made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #361 holding.
  • Independent Portfolio Consultants first reported a position in First Data Corporation in Q1 2017 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held First Data Corporation as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.