JP Morgan Private Wealth Advisors’s First Data Corporation FDC Stock Holding History

JP Morgan Private Wealth Advisors’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	-51,228	Closed	-$1.39M	–	1524
2019 Q2	$1.39M	Sell	51,228 -662	-1%	-$17.2K	0.01%	669
2019 Q1	$1.36M	Sell	51,890 -33,544	-39%	-$797K	0.01%	702
2018 Q4	$1.45M	Sell	85,434 -14,272	-14%	-$278K	0.01%	642
2018 Q3	$2.44M	Buy	99,706 +592	+0.6%	+$14.3K	0.01%	583
2018 Q2	$2.07M	Sell	99,114 -42,802	-30%	-$793K	0.01%	598
2018 Q1	$2.27M	Buy	141,916 +122,331	+625%	+$2.03M	0.02%	454
2017 Q4	$327K	Buy	19,585 +9,268	+90%	+$159K	﹤0.01%	1021
2017 Q3	$186K	Buy	+10,317	New	+$188K	﹤0.01%	1166

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

JP Morgan Private Wealth Advisors's FDC Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 51,228 shares — an estimated $1.39M sold.

JP Morgan Private Wealth Advisors first reported a position in FDC in Q3 2017 and held it in 8 quarters. The position peaked at $2.44M in Q3 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

JP Morgan Private Wealth Advisors reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 51,228 First Data Corporation shares in Q3 2019, an estimated $1.39M.
JP Morgan Private Wealth Advisors first reported a position in First Data Corporation in Q3 2017 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's First Data Corporation position peaked at $2.44M in Q3 2018.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.