KFA
FISV

Kays Financial Advisory’s Fiserv Inc FISV Stock Holding History

Kays Financial Advisory’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
Q2 		– Sell
-10,158
Closed -$403K – 66
2015
Q1 		$403K Buy
10,158
+2,704
+36% +$103K 0.24% 39
2014
Q4 		$265K Buy
+7,454
New +$255K 0.18% 49

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $7.41B AUM 26.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kays Financial Advisory's FISV Position: Q2 2015 in Review

Kays Financial Advisory sold out of Fiserv Inc (FISV) in Q2 2015, closing a stake of 10,158 shares — an estimated $403K sold.

Kays Financial Advisory first reported a position in FISV in Q4 2014 and held it in 2 quarters. The position peaked at $403K in Q1 2015. 663 funds tracked by Wall St. Rank hold FISV as of Q2 2015.

  • Kays Financial Advisory reported no remaining Fiserv Inc position as of Q2 2015 after selling out during the quarter.
  • Kays Financial Advisory sold 10,158 Fiserv Inc shares in Q2 2015, an estimated $403K.
  • Kays Financial Advisory first reported a position in Fiserv Inc in Q4 2014 and held it in 2 quarters.
  • Kays Financial Advisory's Fiserv Inc position peaked at $403K in Q1 2015.
  • 663 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2015.

Based on Kays Financial Advisory's 13F filing for Q2 2015, filed 1 Nov 2018.