PI
FISV

Placemark Investments’s Fiserv Inc FISV Stock Holding History

Placemark Investments’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
Q4 		$4.92M Buy
138,714
+7,750
+6% +$265K 0.09% 286
2014
Q3 		$4.23M Buy
130,964
+4,426
+3% +$140K 0.08% 309
2014
Q2 		$3.82M Buy
126,538
+10,264
+9% +$304K 0.07% 348
2014
Q1 		$3.3M Sell
116,274
-15,058
-11% -$431K 0.06% 366
2013
Q4 		$3.88M Buy
131,332
+9,736
+8% +$263K 0.06% 357
2013
Q3 		$3.07M Buy
121,596
+23,108
+23% +$559K 0.06% 380
2013
Q2 		$2.15M Buy
+98,488
New +$2.16M 0.05% 468

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Placemark Investments's FISV Position: Q4 2014 in Review

Placemark Investments increased its Fiserv Inc (FISV) stake by 5.9% in Q4 2014, buying an estimated $265K and bringing the position to 138,714 shares worth $4.92M. The position accounts for 0.09% of the portfolio, ranked #286.

Placemark Investments first reported a position in FISV in Q2 2013 and has held it in 7 quarters since. 658 funds tracked by Wall St. Rank hold FISV as of Q4 2014.

  • Placemark Investments held 138,714 shares of Fiserv Inc worth $4.92M as of Q4 2014.
  • Placemark Investments bought 7,750 Fiserv Inc shares in Q4 2014, an estimated $265K.
  • Fiserv Inc made up 0.09% of Placemark Investments's portfolio in Q4 2014, its #286 holding.
  • Placemark Investments first reported a position in Fiserv Inc in Q2 2013 and has held it in 7 quarters since.
  • 658 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.