Montag & Caldwell’s Fiserv Inc FISV Stock Holding History

Montag & Caldwell’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	-21,060	Closed	-$460K	–	101
2013 Q2	$460K	Buy	+21,060	New	+$462K	﹤0.01%	89

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 $10.4B AUM 25.66% 1-Year Est. Return

Montag & Caldwell's FISV Position: Q3 2013 in Review

Montag & Caldwell sold out of Fiserv Inc (FISV) in Q3 2013, closing a stake of 21,060 shares — an estimated $460K sold.

Montag & Caldwell first reported a position in FISV in Q2 2013 and held it in 1 quarter. The position peaked at $460K in Q2 2013. 550 funds tracked by Wall St. Rank hold FISV as of Q3 2013.

Montag & Caldwell reported no remaining Fiserv Inc position as of Q3 2013 after selling out during the quarter.
Montag & Caldwell sold 21,060 Fiserv Inc shares in Q3 2013, an estimated $460K.
Montag & Caldwell first reported a position in Fiserv Inc in Q2 2013 and held it in 1 quarter.
Montag & Caldwell's Fiserv Inc position peaked at $460K in Q2 2013.
550 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2013.

Based on Montag & Caldwell's 13F filing for Q3 2013, filed 13 Nov 2013.