Patriot Financial Group Insurance Agency’s First Data Corporation FDC Stock Holding History

Patriot Financial Group Insurance Agency’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	-303	Closed	-$8K	–	1557
2019 Q2	$8K	Sell	303 -147	-33%	-$3.83K	﹤0.01%	866
2019 Q1	$12K	Buy	450 +41	+10%	+$974	0.01%	679
2018 Q4	$7K	Buy	409 +109	+36%	+$2.13K	﹤0.01%	690
2018 Q3	$7K	Buy	+300	New	+$7.23K	﹤0.01%	699

Other funds holding FDC

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FDC Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 303 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in FDC in Q3 2018 and held it in 4 quarters. The position peaked at $12K in Q1 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Patriot Financial Group Insurance Agency reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 303 First Data Corporation shares in Q3 2019, an estimated $8K.
Patriot Financial Group Insurance Agency first reported a position in First Data Corporation in Q3 2018 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's First Data Corporation position peaked at $12K in Q1 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.