PMFA
FDC

Plante Moran Financial Advisors’s First Data Corporation FDC Stock Holding History

Plante Moran Financial Advisors’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
2018
Q2 		– Sell
-455
Closed -$7K – 1034
2018
Q1 		$7K Hold
455
– – ﹤0.01% 681
2017
Q4 		$8K Hold
455
– – ﹤0.01% 645
2017
Q3 		$8K Hold
455
– – ﹤0.01% 591
2017
Q2 		$8K Hold
455
– – 0.01% 607
2017
Q1 		$7K Sell
455
-1,545
-77% -$24.2K ﹤0.01% 666
2016
Q4 		$28K Sell
2,000
-100
-5% -$1.42K 0.02% 427
2016
Q3 		$28K Buy
2,100
+2,000
+2,000% +$25.8K 0.02% 420
2016
Q2 		$1K Hold
100
– – ﹤0.01% 896
2016
Q1 		$1K Buy
+100
New +$1.29K ﹤0.01% 842

Other funds holding FDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Plante Moran Financial Advisors's FDC Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of First Data Corporation (FDC) in Q2 2018, closing a stake of 455 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in FDC in Q1 2016 and held it in 9 quarters. The position peaked at $28K in Q4 2016. 401 funds tracked by Wall St. Rank hold FDC as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining First Data Corporation position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 455 First Data Corporation shares in Q2 2018, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in First Data Corporation in Q1 2016 and held it in 9 quarters.
  • Plante Moran Financial Advisors's First Data Corporation position peaked at $28K in Q4 2016.
  • 401 funds tracked by Wall St. Rank held First Data Corporation as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.