LPL Financial’s First Data Corporation FDC Stock Holding History

LPL Financial’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	-34,869	Closed	-$944K	–	3450
2019 Q2	$944K	Buy	34,869 +50	+0.1%	+$1.3K	﹤0.01%	1763
2019 Q1	$915K	Sell	34,819 -36,149	-51%	-$859K	﹤0.01%	1712
2018 Q4	$1.2M	Sell	70,968 -10,228	-13%	-$199K	﹤0.01%	1393
2018 Q3	$1.99M	Buy	81,196 +18,663	+30%	+$450K	﹤0.01%	1182
2018 Q2	$1.31M	Sell	62,533 -3,641	-6%	-$67.5K	﹤0.01%	1440
2018 Q1	$1.06M	Buy	66,174 +1,756	+3%	+$29.1K	﹤0.01%	1560
2017 Q4	$1.08M	Buy	64,418 +4,467	+7%	+$76.8K	﹤0.01%	1475
2017 Q3	$1.08M	Buy	59,951 +1,923	+3%	+$35.1K	﹤0.01%	1378
2017 Q2	$1.06M	Buy	58,028 +6,606	+13%	+$111K	﹤0.01%	1335
2017 Q1	$783K	Sell	51,422 -41	-0.1%	-$643	0.01%	1437
2016 Q4	$766K	Buy	+51,463	New	+$731K	0.01%	1395

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

LPL Financial's FDC Position: Q3 2019 in Review

LPL Financial sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 34,869 shares — an estimated $944K sold.

LPL Financial first reported a position in FDC in Q4 2016 and held it in 11 quarters. The position peaked at $1.99M in Q3 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

LPL Financial reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
LPL Financial sold 34,869 First Data Corporation shares in Q3 2019, an estimated $944K.
LPL Financial first reported a position in First Data Corporation in Q4 2016 and held it in 11 quarters.
LPL Financial's First Data Corporation position peaked at $1.99M in Q3 2018.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on LPL Financial's 13F filing for Q3 2019, filed 13 Nov 2019.