Lau Associates’s Fiserv Inc FISV Stock Holding History

Lau Associates’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
2013 Q3	–	Sell	-24,920	Closed	-$545K	–	66
2013 Q2	$545K	Buy	+24,920	New	+$547K	0.46%	40

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

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

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

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

BIT

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

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

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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Lau Associates's FISV Position: Q3 2013 in Review

Lau Associates sold out of Fiserv Inc (FISV) in Q3 2013, closing a stake of 24,920 shares — an estimated $545K sold.

Lau Associates first reported a position in FISV in Q2 2013 and held it in 1 quarter. The position peaked at $545K in Q2 2013. 550 funds tracked by Wall St. Rank hold FISV as of Q3 2013.

Lau Associates reported no remaining Fiserv Inc position as of Q3 2013 after selling out during the quarter.
Lau Associates sold 24,920 Fiserv Inc shares in Q3 2013, an estimated $545K.
Lau Associates first reported a position in Fiserv Inc in Q2 2013 and held it in 1 quarter.
Lau Associates's Fiserv Inc position peaked at $545K in Q2 2013.
550 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2013.

Based on Lau Associates's 13F filing for Q3 2013, filed 29 Oct 2013.