Northwestern Mutual Wealth Management’s First Data Corporation FDC Stock Holding History

Northwestern Mutual Wealth Management’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	-377	Closed	-$10K	–	2852
2019 Q2	$10K	Sell	377 -326	-46%	-$8.48K	﹤0.01%	1972
2019 Q1	$18K	Sell	703 -1,661	-70%	-$39.4K	﹤0.01%	1773
2018 Q4	$40K	Buy	2,364 +1,331	+129%	+$26K	﹤0.01%	1340
2018 Q3	$25K	Buy	1,033 +295	+40%	+$7.11K	﹤0.01%	1578
2018 Q2	$15K	Buy	738 +347	+89%	+$6.43K	﹤0.01%	1712
2018 Q1	$6K	Sell	391 -179	-31%	-$2.96K	﹤0.01%	1893
2017 Q4	$10K	Buy	570 +324	+132%	+$5.57K	﹤0.01%	1782
2017 Q3	$4K	Hold	246	–	–	﹤0.01%	1898
2017 Q2	$4K	Hold	246	–	–	﹤0.01%	1813
2017 Q1	$3K	Sell	246 -2	-0.8%	-$31	﹤0.01%	1828
2016 Q4	$3K	Buy	+248	New	+$3.52K	﹤0.01%	2017
2016 Q1	–	Sell	-6	Closed	–	–	2422
2015 Q4	$0	Buy	+6	New	+$98	﹤0.01%	2062

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

Northwestern Mutual Wealth Management's FDC Position: Q3 2019 in Review

Northwestern Mutual Wealth Management sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 377 shares — an estimated $10K sold.

Northwestern Mutual Wealth Management first reported a position in FDC in Q4 2015 and held it in 12 quarters. The position peaked at $40K in Q4 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Northwestern Mutual Wealth Management reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 377 First Data Corporation shares in Q3 2019, an estimated $10K.
Northwestern Mutual Wealth Management first reported a position in First Data Corporation in Q4 2015 and held it in 12 quarters.
Northwestern Mutual Wealth Management's First Data Corporation position peaked at $40K in Q4 2018.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.