RFA
FDC

Reilly Financial Advisors’s First Data Corporation FDC Stock Holding History

Reilly 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
Q1 		– Sell
-438
Closed -$7K – 1120
2017
Q4 		$7K Hold
438
– – ﹤0.01% 739
2017
Q3 		$8K Hold
438
– – ﹤0.01% 686
2017
Q2 		$8K Hold
438
– – ﹤0.01% 703
2017
Q1 		$7K Buy
+438
New +$6.87K ﹤0.01% 693

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
Fidelity Investments
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
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Reilly Financial Advisors's FDC Position: Q1 2018 in Review

Reilly Financial Advisors sold out of First Data Corporation (FDC) in Q1 2018, closing a stake of 438 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in FDC in Q1 2017 and held it in 4 quarters. The position peaked at $8K in Q3 2017. 363 funds tracked by Wall St. Rank hold FDC as of Q1 2018.

  • Reilly Financial Advisors reported no remaining First Data Corporation position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 438 First Data Corporation shares in Q1 2018, an estimated $7K.
  • Reilly Financial Advisors first reported a position in First Data Corporation in Q1 2017 and held it in 4 quarters.
  • Reilly Financial Advisors's First Data Corporation position peaked at $8K in Q3 2017.
  • 363 funds tracked by Wall St. Rank held First Data Corporation as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.