PWAG
FISV

Polaris Wealth Advisory Group’s Fiserv Inc FISV Stock Holding History

Polaris Wealth Advisory Group’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
2016
Q3 		– Sell
-23,176
Closed -$1.26M – 112
2016
Q2 		$1.26M Buy
23,176
+3,226
+16% +$166K 0.2% 47
2016
Q1 		$1.02M Buy
19,950
+2,350
+13% +$111K 0.16% 50
2015
Q4 		$805K Buy
17,600
+5,100
+41% +$239K 0.13% 63
2015
Q3 		$541K Buy
+12,500
New +$541K 0.11% 53

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Polaris Wealth Advisory Group's FISV Position: Q3 2016 in Review

Polaris Wealth Advisory Group sold out of Fiserv Inc (FISV) in Q3 2016, closing a stake of 23,176 shares — an estimated $1.26M sold.

Polaris Wealth Advisory Group first reported a position in FISV in Q3 2015 and held it in 4 quarters. The position peaked at $1.26M in Q2 2016. 752 funds tracked by Wall St. Rank hold FISV as of Q3 2016.

  • Polaris Wealth Advisory Group reported no remaining Fiserv Inc position as of Q3 2016 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 23,176 Fiserv Inc shares in Q3 2016, an estimated $1.26M.
  • Polaris Wealth Advisory Group first reported a position in Fiserv Inc in Q3 2015 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Fiserv Inc position peaked at $1.26M in Q2 2016.
  • 752 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2016, filed 2 Nov 2016.