SWP
FDC

Stratos Wealth Partners’s First Data Corporation FDC Stock Holding History

Stratos Wealth 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
2018
Q4 		– Sell
-1,069
Closed -$26K – 3099
2018
Q3 		$26K Buy
+1,069
New +$25.8K ﹤0.01% 1760
2018
Q2 		– Sell
-1,069
Closed -$17K – 3230
2018
Q1 		$17K Sell
1,069
-1,371
-56% -$22.7K ﹤0.01% 2093
2017
Q4 		$41K Buy
+2,440
New +$41.9K ﹤0.01% 1617

Other funds holding FDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stratos Wealth Partners's FDC Position: Q4 2018 in Review

Stratos Wealth Partners sold out of First Data Corporation (FDC) in Q4 2018, closing a stake of 1,069 shares — an estimated $26K sold.

Stratos Wealth Partners first reported a position in FDC in Q4 2017 and held it in 3 quarters. The position peaked at $41K in Q4 2017. 448 funds tracked by Wall St. Rank hold FDC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining First Data Corporation position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,069 First Data Corporation shares in Q4 2018, an estimated $26K.
  • Stratos Wealth Partners first reported a position in First Data Corporation in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's First Data Corporation position peaked at $41K in Q4 2017.
  • 448 funds tracked by Wall St. Rank held First Data Corporation as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.