LGWM
FISV

Litman Gregory Wealth Management’s Fiserv Inc FISV Stock Holding History

Litman Gregory Wealth Management’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
2018
Q2 		– Sell
-1,630
Closed -$116K – 123
2018
Q1 		$116K Buy
+1,630
New +$115K 0.05% 45

Other funds holding FISV

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Litman Gregory Wealth Management's FISV Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Fiserv Inc (FISV) in Q2 2018, closing a stake of 1,630 shares — an estimated $116K sold.

Litman Gregory Wealth Management first reported a position in FISV in Q1 2018 and held it in 1 quarter. The position peaked at $116K in Q1 2018. 882 funds tracked by Wall St. Rank hold FISV as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Fiserv Inc position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,630 Fiserv Inc shares in Q2 2018, an estimated $116K.
  • Litman Gregory Wealth Management first reported a position in Fiserv Inc in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Fiserv Inc position peaked at $116K in Q1 2018.
  • 882 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.