Integrated Wealth Management (Palm Desert)’s Fiserv Inc FISV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-162	Closed	-$8K	–	502
2016 Q3	$8K	Buy	162 +94	+138%	+$4.93K	﹤0.01%	807
2016 Q2	$4K	Hold	68	–	–	﹤0.01%	957
2016 Q1	$3K	Sell	68 -210	-76%	-$9.96K	﹤0.01%	931
2015 Q4	$13K	Hold	278	–	–	0.01%	698
2015 Q3	$12K	Buy	278 +210	+309%	+$9.08K	0.01%	718
2015 Q2	$3K	Hold	68	–	–	﹤0.01%	1048
2015 Q1	$2K	Buy	+68	New	+$2.59K	﹤0.01%	1090

Other funds holding FISV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FISV Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Fiserv Inc (FISV) in Q4 2016, closing a stake of 162 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FISV in Q1 2015 and held it in 7 quarters. The position peaked at $13K in Q4 2015. 747 funds tracked by Wall St. Rank hold FISV as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Fiserv Inc position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 162 Fiserv Inc shares in Q4 2016, an estimated $8K.
Integrated Wealth Management (Palm Desert) first reported a position in Fiserv Inc in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Fiserv Inc position peaked at $13K in Q4 2015.
747 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.