LFAS
FDC

Level Four Advisory Services’s First Data Corporation FDC Stock Holding History

Level Four Advisory Services’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
-13,553
Closed -$367K – 554
2019
Q2 		$367K Buy
13,553
+769
+6% +$20K 0.04% 379
2019
Q1 		$336K Sell
12,784
-2,118
-14% -$50.3K 0.04% 388
2018
Q4 		$252K Buy
14,902
+1,062
+8% +$20.7K 0.03% 433
2018
Q3 		$339K Sell
13,840
-364
-3% -$8.78K 0.04% 436
2018
Q2 		$297K Sell
14,204
-129
-0.9% -$2.39K 0.02% 485
2018
Q1 		$229K Buy
14,333
+3,284
+30% +$54.4K 0.02% 486
2017
Q4 		$185K Buy
11,049
+135
+1% +$2.32K 0.01% 522
2017
Q3 		$197K Sell
10,914
-66
-0.6% -$1.2K 0.02% 488
2017
Q2 		$163K Hold
10,980
– – 0.03% 463
2017
Q1 		$163K Buy
+10,980
New +$172K 0.02% 491

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

Level Four Advisory Services's FDC Position: Q3 2019 in Review

Level Four Advisory Services sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 13,553 shares — an estimated $367K sold.

Level Four Advisory Services first reported a position in FDC in Q1 2017 and held it in 10 quarters. The position peaked at $367K in Q2 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

  • Level Four Advisory Services reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
  • Level Four Advisory Services sold 13,553 First Data Corporation shares in Q3 2019, an estimated $367K.
  • Level Four Advisory Services first reported a position in First Data Corporation in Q1 2017 and held it in 10 quarters.
  • Level Four Advisory Services's First Data Corporation position peaked at $367K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Level Four Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.