KIG
FISV

Kovitz Investment Group’s Fiserv Inc FISV Stock Holding History

Kovitz Investment Group’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
-9,928
Closed -$394K – 112
2015
Q1 		$394K Sell
9,928
-988
-9% -$37.7K 0.02% 88
2014
Q4 		$387K Hold
10,916
– – 0.02% 92
2014
Q3 		$353K Hold
10,916
– – 0.02% 90
2014
Q2 		$329K Buy
10,916
+5,458
+100% +$162K 0.02% 95
2014
Q1 		$240K Sell
5,458
-5,458
-50% -$156K 0.01% 106
2013
Q4 		$322K Hold
10,916
– – 0.01% 103
2013
Q3 		$276K Hold
10,916
– – 0.01% 104
2013
Q2 		$239K Buy
+10,916
New +$239K 0.01% 110

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovitz Investment Group's FISV Position: Q2 2015 in Review

Kovitz Investment Group sold out of Fiserv Inc (FISV) in Q2 2015, closing a stake of 9,928 shares — an estimated $394K sold.

Kovitz Investment Group first reported a position in FISV in Q2 2013 and held it in 8 quarters. The position peaked at $394K in Q1 2015. 662 funds tracked by Wall St. Rank hold FISV as of Q2 2015.

  • Kovitz Investment Group reported no remaining Fiserv Inc position as of Q2 2015 after selling out during the quarter.
  • Kovitz Investment Group sold 9,928 Fiserv Inc shares in Q2 2015, an estimated $394K.
  • Kovitz Investment Group first reported a position in Fiserv Inc in Q2 2013 and held it in 8 quarters.
  • Kovitz Investment Group's Fiserv Inc position peaked at $394K in Q1 2015.
  • 662 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2015.

Based on Kovitz Investment Group's 13F filing for Q2 2015, filed 14 Aug 2015.