MYIA
FDC

Mount Yale Investment Advisors’s First Data Corporation FDC Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-2,674
Closed -$52K – 958
2018
Q3 		$52K Sell
2,674
-654
-20% -$15.8K 0.01% 595
2018
Q2 		$70K Hold
3,328
– – 0.01% 568
2018
Q1 		$53K Buy
+3,328
New +$55.1K 0.01% 607

Other funds holding FDC

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mount Yale Investment Advisors's FDC Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of First Data Corporation (FDC) in Q4 2018, closing a stake of 2,674 shares — an estimated $52K sold.

Mount Yale Investment Advisors first reported a position in FDC in Q1 2018 and held it in 3 quarters. The position peaked at $70K in Q2 2018. 448 funds tracked by Wall St. Rank hold FDC as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining First Data Corporation position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,674 First Data Corporation shares in Q4 2018, an estimated $52K.
  • Mount Yale Investment Advisors first reported a position in First Data Corporation in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's First Data Corporation position peaked at $70K in Q2 2018.
  • 448 funds tracked by Wall St. Rank held First Data Corporation as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.