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 $8.83B AUM 38.5% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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.