Steward Partners Investment Advisory’s First Data Corporation FDC Stock Holding History

Steward Partners Investment Advisory’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	-477	Closed	-$12K	–	2901
2019 Q2	$12K	Buy	+477	New	+$12.4K	﹤0.01%	1918
2018 Q4	–	Sell	-1,077	Closed	-$26K	–	2644
2018 Q3	$26K	Sell	1,077 -14,559	-93%	-$351K	﹤0.01%	1457
2018 Q2	$327K	Buy	15,636 +13,830	+766%	+$256K	0.02%	547
2018 Q1	$28K	Sell	1,806 -1,323	-42%	-$21.9K	﹤0.01%	1218
2017 Q4	$52K	Buy	3,129 +2,942	+1,573%	+$50.6K	﹤0.01%	817
2017 Q3	$3K	Buy	+187	New	+$3.41K	﹤0.01%	1458

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

Steward Partners Investment Advisory's FDC Position: Q3 2019 in Review

Steward Partners Investment Advisory sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 477 shares — an estimated $12K sold.

Steward Partners Investment Advisory first reported a position in FDC in Q3 2017 and held it in 6 quarters. The position peaked at $327K in Q2 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Steward Partners Investment Advisory reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 477 First Data Corporation shares in Q3 2019, an estimated $12K.
Steward Partners Investment Advisory first reported a position in First Data Corporation in Q3 2017 and held it in 6 quarters.
Steward Partners Investment Advisory's First Data Corporation position peaked at $327K in Q2 2018.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2019, filed 30 Oct 2019.