Shorepoint Capital Partners’s First Data Corporation FDC Stock Holding History

Shorepoint Capital Partners’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	-25,458	Closed	-$689K	–	93
2019 Q2	$689K	Sell	25,458 -1,760	-6%	-$45.8K	0.39%	69
2019 Q1	$715K	Buy	+27,218	New	+$646K	0.4%	67

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

Shorepoint Capital Partners's FDC Position: Q3 2019 in Review

Shorepoint Capital Partners sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 25,458 shares — an estimated $689K sold.

Shorepoint Capital Partners first reported a position in FDC in Q1 2019 and held it in 2 quarters. The position peaked at $715K in Q1 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Shorepoint Capital Partners reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Shorepoint Capital Partners sold 25,458 First Data Corporation shares in Q3 2019, an estimated $689K.
Shorepoint Capital Partners first reported a position in First Data Corporation in Q1 2019 and held it in 2 quarters.
Shorepoint Capital Partners's First Data Corporation position peaked at $715K in Q1 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Shorepoint Capital Partners's 13F filing for Q3 2019, filed 14 Nov 2019.