Stifel Financial
FDC

Stifel Financial’s First Data Corporation FDC Stock Holding History

Stifel Financial’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
-79,746
Closed -$2.16M – 3072
2019
Q2 		$2.16M Buy
79,746
+6,437
+9% +$167K 0.01% 1283
2019
Q1 		$1.92M Sell
73,309
-63,182
-46% -$1.5M 0.01% 1267
2018
Q4 		$2.31M Buy
136,491
+7,030
+5% +$137K 0.01% 1094
2018
Q3 		$3.17M Buy
129,461
+9,150
+8% +$221K 0.01% 1032
2018
Q2 		$2.52M Buy
120,311
+30,876
+35% +$572K 0.01% 1085
2018
Q1 		$1.43M Buy
89,435
+49,216
+122% +$815K ﹤0.01% 1350
2017
Q4 		$672K Sell
40,219
-3,763
-9% -$64.7K ﹤0.01% 1750
2017
Q3 		$799K Buy
43,982
+4,056
+10% +$74K ﹤0.01% 1612
2017
Q2 		$733K Buy
39,926
+19,759
+98% +$331K ﹤0.01% 1643
2017
Q1 		$315K Buy
+20,167
New +$316K ﹤0.01% 2067
2016
Q1 		– Sell
-78,133
Closed -$1.25M – 2519
2015
Q4 		$1.25M Buy
+78,133
New +$1.28M 0.01% 1190

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

Stifel Financial's FDC Position: Q3 2019 in Review

Stifel Financial sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 79,746 shares — an estimated $2.16M sold.

Stifel Financial first reported a position in FDC in Q4 2015 and held it in 11 quarters. The position peaked at $3.17M in Q3 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

  • Stifel Financial reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
  • Stifel Financial sold 79,746 First Data Corporation shares in Q3 2019, an estimated $2.16M.
  • Stifel Financial first reported a position in First Data Corporation in Q4 2015 and held it in 11 quarters.
  • Stifel Financial's First Data Corporation position peaked at $3.17M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Stifel Financial's 13F filing for Q3 2019, filed 13 Nov 2019.