RWG
FISV

Regal Wealth Group’s Fiserv Inc FISV Stock Holding History

Regal Wealth 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
2017
Q1 		– Sell
-44
Closed -$2K – 158
2016
Q4 		$2K Hold
44
– – ﹤0.01% 150
2016
Q3 		$2K Hold
44
– – ﹤0.01% 179
2016
Q2 		$2K Hold
44
– – ﹤0.01% 186
2016
Q1 		$2K Hold
44
– – ﹤0.01% 165
2015
Q4 		$2K Buy
+44
New +$2.07K ﹤0.01% 161

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Regal Wealth Group's FISV Position: Q1 2017 in Review

Regal Wealth Group sold out of Fiserv Inc (FISV) in Q1 2017, closing a stake of 44 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in FISV in Q4 2015 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 748 funds tracked by Wall St. Rank hold FISV as of Q1 2017.

  • Regal Wealth Group reported no remaining Fiserv Inc position as of Q1 2017 after selling out during the quarter.
  • Regal Wealth Group sold 44 Fiserv Inc shares in Q1 2017, an estimated $2K.
  • Regal Wealth Group first reported a position in Fiserv Inc in Q4 2015 and held it in 5 quarters.
  • Regal Wealth Group's Fiserv Inc position peaked at $2K in Q4 2016.
  • 748 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2017.

Based on Regal Wealth Group's 13F filing for Q1 2017, filed 10 Aug 2017.