Mosaic Family Wealth’s Fiserv Inc FISV Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-84	Closed	-$7K	–	322
2019 Q1	$7K	Buy	+84	New	+$6.93K	﹤0.01%	528

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mosaic Family Wealth's FISV Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Fiserv Inc (FISV) in Q2 2019, closing a stake of 84 shares — an estimated $7K sold.

Mosaic Family Wealth first reported a position in FISV in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 993 funds tracked by Wall St. Rank hold FISV as of Q2 2019.

Mosaic Family Wealth reported no remaining Fiserv Inc position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 84 Fiserv Inc shares in Q2 2019, an estimated $7K.
Mosaic Family Wealth first reported a position in Fiserv Inc in Q1 2019 and held it in 1 quarter.
Mosaic Family Wealth's Fiserv Inc position peaked at $7K in Q1 2019.
993 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.