SVA Wealth Management’s First Data Corporation FDC Stock Holding History

SVA Wealth Management’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	-8,610	Closed	-$233K	–	207
2019 Q2	$233K	Sell	8,610 -10,495	-55%	-$273K	0.02%	194
2019 Q1	$502K	Sell	19,105 -48,183	-72%	-$1.14M	0.05%	152
2018 Q4	$1.14M	Sell	67,288 -17,681	-21%	-$345K	0.13%	112
2018 Q3	$2.08M	Buy	84,969 +2,276	+3%	+$54.9K	0.21%	89
2018 Q2	$1.73M	Sell	82,693 -12,096	-13%	-$224K	0.19%	96
2018 Q1	$1.71M	Buy	94,789 +9,610	+11%	+$159K	0.21%	100
2017 Q4	$1.42M	Sell	85,179 -9,610	-10%	-$165K	0.17%	106
2017 Q3	$1.71M	Buy	+94,789	New	+$1.73M	0.21%	100

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

SVA Wealth Management's FDC Position: Q3 2019 in Review

SVA Wealth Management sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 8,610 shares — an estimated $233K sold.

SVA Wealth Management first reported a position in FDC in Q3 2017 and held it in 8 quarters. The position peaked at $2.08M in Q3 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

SVA Wealth Management reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
SVA Wealth Management sold 8,610 First Data Corporation shares in Q3 2019, an estimated $233K.
SVA Wealth Management first reported a position in First Data Corporation in Q3 2017 and held it in 8 quarters.
SVA Wealth Management's First Data Corporation position peaked at $2.08M in Q3 2018.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on SVA Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.