PIA
FISV

Peachtree Investment Advisors’s Fiserv Inc FISV Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-2,000
Closed -$83K – 155
2015
Q2 		$83K Hold
2,000
– – 0.06% 161
2015
Q1 		$79K Sell
2,000
-7,136
-78% -$272K 0.06% 174
2014
Q4 		$324K Hold
9,136
– – 0.22% 110
2014
Q3 		$295K Buy
+9,136
New +$289K 0.2% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peachtree Investment Advisors's FISV Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Fiserv Inc (FISV) in Q3 2015, closing a stake of 2,000 shares — an estimated $83K sold.

Peachtree Investment Advisors first reported a position in FISV in Q3 2014 and held it in 4 quarters. The position peaked at $324K in Q4 2014. 683 funds tracked by Wall St. Rank hold FISV as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Fiserv Inc position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 2,000 Fiserv Inc shares in Q3 2015, an estimated $83K.
  • Peachtree Investment Advisors first reported a position in Fiserv Inc in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Fiserv Inc position peaked at $324K in Q4 2014.
  • 683 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.