Placemark Investments’s Fiserv FI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$4.92M Buy
138,714
+7,750
+6% +$275K 0.09% 286
2014
Q3
$4.23M Buy
130,964
+4,426
+3% +$143K 0.08% 309
2014
Q2
$3.82M Buy
126,538
+10,264
+9% +$310K 0.07% 348
2014
Q1
$3.3M Sell
116,274
-15,058
-11% -$427K 0.06% 366
2013
Q4
$3.88M Buy
131,332
+9,736
+8% +$287K 0.06% 357
2013
Q3
$3.07M Buy
121,596
+23,108
+23% +$583K 0.06% 380
2013
Q2
$2.15M Buy
+98,488
New +$2.15M 0.05% 468