SBA
FISV

Seven Bridges Advisors’s Fiserv Inc FISV Stock Holding History

Seven Bridges Advisors’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
2016
Q3 		– Sell
-2,622
Closed -$143K – 145
2016
Q2 		$143K Sell
2,622
-1,600
-38% -$82.4K 0.12% 117
2016
Q1 		$217K Buy
4,222
+8
+0.2% +$379 0.17% 109
2015
Q4 		$193K Buy
+4,214
New +$198K 0.19% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Seven Bridges Advisors's FISV Position: Q3 2016 in Review

Seven Bridges Advisors sold out of Fiserv Inc (FISV) in Q3 2016, closing a stake of 2,622 shares — an estimated $143K sold.

Seven Bridges Advisors first reported a position in FISV in Q4 2015 and held it in 3 quarters. The position peaked at $217K in Q1 2016. 752 funds tracked by Wall St. Rank hold FISV as of Q3 2016.

  • Seven Bridges Advisors reported no remaining Fiserv Inc position as of Q3 2016 after selling out during the quarter.
  • Seven Bridges Advisors sold 2,622 Fiserv Inc shares in Q3 2016, an estimated $143K.
  • Seven Bridges Advisors first reported a position in Fiserv Inc in Q4 2015 and held it in 3 quarters.
  • Seven Bridges Advisors's Fiserv Inc position peaked at $217K in Q1 2016.
  • 752 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2016.

Based on Seven Bridges Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.