RNS
FISV

Robert N. Shapiro’s Fiserv Inc FISV Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$1.45M Sell
40,858
-11,568
-22% -$396K 0.29% 108
2014
Q3 		$1.69M Sell
52,426
-1,962
-4% -$62K 0.32% 95
2014
Q2 		$1.64M Sell
54,388
-3,602
-6% -$107K 0.31% 107
2014
Q1 		$1.64M Buy
57,990
+102
+0.2% +$2.92K 0.3% 109
2013
Q4 		$1.71M Sell
57,888
-11,028
-16% -$298K 0.31% 101
2013
Q3 		$1.74M Buy
68,916
+15,536
+29% +$376K 0.31% 105
2013
Q2 		$1.17M Buy
+53,380
New +$1.17M 0.25% 117

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Robert N. Shapiro's FISV Position: Q4 2014 in Review

Robert N. Shapiro reduced its Fiserv Inc (FISV) stake by 22% in Q4 2014, selling an estimated $396K and leaving 40,858 shares worth $1.45M. The position accounts for 0.29% of the portfolio, ranked #108.

Robert N. Shapiro first reported a position in FISV in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.74M in Q3 2013. 657 funds tracked by Wall St. Rank hold FISV as of Q4 2014.

  • Robert N. Shapiro held 40,858 shares of Fiserv Inc worth $1.45M as of Q4 2014.
  • Robert N. Shapiro sold 11,568 Fiserv Inc shares in Q4 2014, an estimated $396K.
  • Fiserv Inc made up 0.29% of Robert N. Shapiro's portfolio in Q4 2014, its #108 holding.
  • Robert N. Shapiro first reported a position in Fiserv Inc in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Fiserv Inc position peaked at $1.74M in Q3 2013.
  • 657 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.