OTA Financial Group’s First Data Corporation FDC Stock Holding History

OTA Financial Group’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	-98,481	Closed	-$2.67M	–	79
2019 Q2	$2.67M	Buy	98,481 +39,062	+66%	+$1.02M	2.08%	13
2019 Q1	$1.56M	Buy	+59,419	New	+$1.41M	1.34%	16

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

OTA Financial Group's FDC Position: Q3 2019 in Review

OTA Financial Group sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 98,481 shares — an estimated $2.67M sold.

OTA Financial Group first reported a position in FDC in Q1 2019 and held it in 2 quarters. The position peaked at $2.67M in Q2 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

OTA Financial Group reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
OTA Financial Group sold 98,481 First Data Corporation shares in Q3 2019, an estimated $2.67M.
OTA Financial Group first reported a position in First Data Corporation in Q1 2019 and held it in 2 quarters.
OTA Financial Group's First Data Corporation position peaked at $2.67M in Q2 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on OTA Financial Group's 13F filing for Q3 2019, filed 28 Oct 2019.