RegentAtlantic Capital’s First Data Corporation FDC Stock Holding History

RegentAtlantic Capital’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 Q3	–	Sell	-111,956	Closed	-$3.03M	–	461
2019 Q2	$3.03M	Sell	111,956 -4,846	-4%	-$126K	0.2%	121
2019 Q1	$3.07M	Sell	116,802 -7,345	-6%	-$174K	0.21%	116
2018 Q4	$2.1M	Buy	+124,147	New	+$2.42M	0.18%	138

Other funds holding FDC

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

RegentAtlantic Capital's FDC Position: Q3 2019 in Review

RegentAtlantic Capital sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 111,956 shares — an estimated $3.03M sold.

RegentAtlantic Capital first reported a position in FDC in Q4 2018 and held it in 3 quarters. The position peaked at $3.07M in Q1 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

RegentAtlantic Capital reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
RegentAtlantic Capital sold 111,956 First Data Corporation shares in Q3 2019, an estimated $3.03M.
RegentAtlantic Capital first reported a position in First Data Corporation in Q4 2018 and held it in 3 quarters.
RegentAtlantic Capital's First Data Corporation position peaked at $3.07M in Q1 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on RegentAtlantic Capital's 13F filing for Q3 2019, filed 22 Oct 2019.