IPC
FISV

Independent Portfolio Consultants’s Fiserv Inc FISV Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$387K Sell
6,324
-3,380
-35% -$204K 0.16% 201
2017
Q1 		$559K Sell
9,704
-5,262
-35% -$295K 0.19% 186
2016
Q4 		$795K Buy
14,966
+580
+4% +$29.8K 0.26% 131
2016
Q3 		$715K Buy
14,386
+40
+0.3% +$2.1K 0.22% 158
2016
Q2 		$780K Sell
14,346
-15,176
-51% -$781K 0.25% 124
2016
Q1 		$1.51M Sell
29,522
-14,110
-32% -$669K 0.42% 61
2015
Q4 		$2M Sell
43,632
-24,210
-36% -$1.14M 0.59% 30
2015
Q3 		$2.94M Sell
67,842
-760
-1% -$32.9K 0.64% 26
2015
Q2 		$2.84M Buy
68,602
+308
+0.5% +$12.4K 0.57% 32
2015
Q1 		$2.71M Sell
68,294
-498
-0.7% -$19K 0.55% 47
2014
Q4 		$2.44M Buy
68,792
+45,118
+191% +$1.54M 0.49% 55
2014
Q3 		$765K Buy
23,674
+5,274
+29% +$167K 0.21% 133
2014
Q2 		$555K Buy
18,400
+2,000
+12% +$59.3K 0.16% 203
2014
Q1 		$464K Buy
16,400
+100
+0.6% +$2.86K 0.15% 251
2013
Q4 		$481K Sell
16,300
-480
-3% -$12.9K 0.17% 243
2013
Q3 		$424K Buy
16,780
+1,820
+12% +$44K 0.17% 265
2013
Q2 		$327K Buy
+14,960
New +$328K 0.15% 306

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its Fiserv Inc (FISV) stake by 35% in Q2 2017, selling an estimated $204K and leaving 6,324 shares worth $387K. The position accounts for 0.16% of the portfolio, ranked #201.

Independent Portfolio Consultants first reported a position in FISV in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.94M in Q3 2015. 759 funds tracked by Wall St. Rank hold FISV as of Q2 2017.

  • Independent Portfolio Consultants held 6,324 shares of Fiserv Inc worth $387K as of Q2 2017.
  • Independent Portfolio Consultants sold 3,380 Fiserv Inc shares in Q2 2017, an estimated $204K.
  • Fiserv Inc made up 0.16% of Independent Portfolio Consultants's portfolio in Q2 2017, its #201 holding.
  • Independent Portfolio Consultants first reported a position in Fiserv Inc in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Fiserv Inc position peaked at $2.94M in Q3 2015.
  • 759 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2017.

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