Nelson Capital Management’s Fiserv Inc FISV Stock Holding History

Nelson Capital 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
2019 Q1	–	Sell	-210	Closed	-$15K	–	315
2018 Q4	$15K	Buy	+210	New	+$16.2K	﹤0.01%	200
2018 Q3	–	Sell	-400	Closed	-$30K	–	308
2018 Q2	$30K	Hold	400	–	–	0.01%	148
2018 Q1	$29K	Hold	400	–	–	0.01%	163
2017 Q4	$26K	Buy	+400	New	+$25.8K	0.01%	183
2017 Q3	–	Sell	-600	Closed	-$37K	–	255
2017 Q2	$37K	Buy	600 +200	+50%	+$12.1K	0.01%	141
2017 Q1	$23K	Hold	400	–	–	0.01%	181
2016 Q4	$21K	Hold	400	–	–	0.01%	178
2016 Q3	$20K	Hold	400	–	–	0.01%	180
2016 Q2	$22K	Hold	400	–	–	0.01%	167
2016 Q1	$21K	Hold	400	–	–	0.01%	162
2015 Q4	$18K	Hold	400	–	–	0.01%	171
2015 Q3	$17K	Hold	400	–	–	0.01%	172
2015 Q2	$17K	Hold	400	–	–	0.01%	189
2015 Q1	$16K	Hold	400	–	–	0.01%	187
2014 Q4	$14K	Hold	400	–	–	0.01%	210
2014 Q3	$13K	Buy	+400	New	+$12.6K	﹤0.01%	217

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 $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Nelson Capital Management's FISV Position: Q1 2019 in Review

Nelson Capital Management sold out of Fiserv Inc (FISV) in Q1 2019, closing a stake of 210 shares — an estimated $15K sold.

Nelson Capital Management first reported a position in FISV in Q3 2014 and held it in 16 quarters. The position peaked at $37K in Q2 2017. 981 funds tracked by Wall St. Rank hold FISV as of Q1 2019.

Nelson Capital Management reported no remaining Fiserv Inc position as of Q1 2019 after selling out during the quarter.
Nelson Capital Management sold 210 Fiserv Inc shares in Q1 2019, an estimated $15K.
Nelson Capital Management first reported a position in Fiserv Inc in Q3 2014 and held it in 16 quarters.
Nelson Capital Management's Fiserv Inc position peaked at $37K in Q2 2017.
981 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2019.

Based on Nelson Capital Management's 13F filing for Q1 2019, filed 9 May 2019.