PAS
FISV

Partnervest Advisory Services’s Fiserv Inc FISV Stock Holding History

Partnervest Advisory Services’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
2014
Q3 		– Sell
-2,300
Closed -$69K – 371
2014
Q2 		$69K Hold
2,300
– – 0.03% 307
2014
Q1 		$65K Hold
2,300
– – 0.03% 290
2013
Q4 		$68K Sell
2,300
-2,200
-49% -$59.4K 0.03% 265
2013
Q3 		$114K Buy
4,500
+60
+1% +$1.45K 0.06% 176
2013
Q2 		$97K Buy
+4,440
New +$97.4K 0.04% 160

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.51B AUM 2.5% 1-Year Est. Return

Partnervest Advisory Services's FISV Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Fiserv Inc (FISV) in Q3 2014, closing a stake of 2,300 shares — an estimated $69K sold.

Partnervest Advisory Services first reported a position in FISV in Q2 2013 and held it in 5 quarters. The position peaked at $114K in Q3 2013. 606 funds tracked by Wall St. Rank hold FISV as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Fiserv Inc position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 2,300 Fiserv Inc shares in Q3 2014, an estimated $69K.
  • Partnervest Advisory Services first reported a position in Fiserv Inc in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Fiserv Inc position peaked at $114K in Q3 2013.
  • 606 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.