Squar Milner Financial Services’s First Data Corporation FDC Stock Holding History

Squar Milner Financial Services’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	-5,381	Closed	-$146K	–	834
2019 Q2	$146K	Sell	5,381 -2,931	-35%	-$76.3K	0.1%	210
2019 Q1	$218K	Sell	8,312 -77	-0.9%	-$1.83K	0.16%	154
2018 Q4	$142K	Buy	8,389 +870	+12%	+$17K	0.14%	178
2018 Q3	$184K	Buy	7,519 +6,702	+820%	+$162K	0.17%	166
2018 Q2	$17K	Buy	+817	New	+$15.1K	0.02%	515

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

Squar Milner Financial Services's FDC Position: Q3 2019 in Review

Squar Milner Financial Services sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 5,381 shares — an estimated $146K sold.

Squar Milner Financial Services first reported a position in FDC in Q2 2018 and held it in 5 quarters. The position peaked at $218K in Q1 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Squar Milner Financial Services reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 5,381 First Data Corporation shares in Q3 2019, an estimated $146K.
Squar Milner Financial Services first reported a position in First Data Corporation in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's First Data Corporation position peaked at $218K in Q1 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.