Joel Isaacson & Co’s Fiserv Inc FISV Stock Holding History

Joel Isaacson & Co’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
2015 Q3	–	Sell	-168	Closed	-$7K	–	747
2015 Q2	$7K	Buy	+168	New	+$6.76K	﹤0.01%	630

Other funds holding FISV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

BIT

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

BFA

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Joel Isaacson & Co's FISV Position: Q3 2015 in Review

Joel Isaacson & Co sold out of Fiserv Inc (FISV) in Q3 2015, closing a stake of 168 shares — an estimated $7K sold.

Joel Isaacson & Co first reported a position in FISV in Q2 2015 and held it in 1 quarter. The position peaked at $7K in Q2 2015. 682 funds tracked by Wall St. Rank hold FISV as of Q3 2015.

Joel Isaacson & Co reported no remaining Fiserv Inc position as of Q3 2015 after selling out during the quarter.
Joel Isaacson & Co sold 168 Fiserv Inc shares in Q3 2015, an estimated $7K.
Joel Isaacson & Co first reported a position in Fiserv Inc in Q2 2015 and held it in 1 quarter.
Joel Isaacson & Co's Fiserv Inc position peaked at $7K in Q2 2015.
682 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2015.

Based on Joel Isaacson & Co's 13F filing for Q3 2015, filed 21 Oct 2015.