PRW Wealth Management’s First Data Corporation FDC Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-14	Closed	–	–	799
2019 Q1	$0	Hold	14	–	–	﹤0.01%	854
2018 Q4	$0	Buy	+14	New	+$273	﹤0.01%	806

Other funds holding FDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PRW Wealth Management's FDC Position: Q2 2019 in Review

PRW Wealth Management sold out of First Data Corporation (FDC) in Q2 2019, closing a stake of 14 shares.

PRW Wealth Management first reported a position in FDC in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 418 funds tracked by Wall St. Rank hold FDC as of Q2 2019.

PRW Wealth Management reported no remaining First Data Corporation position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 14 First Data Corporation shares in Q2 2019.
PRW Wealth Management first reported a position in First Data Corporation in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's First Data Corporation position peaked at $0 in Q1 2019.
418 funds tracked by Wall St. Rank held First Data Corporation as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.