Swiss Life Asset Management’s First Data Corporation FDC Stock Holding History

Swiss Life Asset 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	-13,334	Closed	-$361K	–	563
2019 Q2	$361K	Sell	13,334 -5,727	-30%	-$149K	﹤0.01%	495
2019 Q1	$501K	Buy	+19,061	New	+$453K	0.01%	420
2018 Q4	–	Sell	-20,647	Closed	-$505K	–	533
2018 Q3	$505K	Buy	+20,647	New	+$498K	0.01%	444

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

Swiss Life Asset Management's FDC Position: Q3 2019 in Review

Swiss Life Asset Management sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 13,334 shares — an estimated $361K sold.

Swiss Life Asset Management first reported a position in FDC in Q3 2018 and held it in 3 quarters. The position peaked at $505K in Q3 2018. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

Swiss Life Asset Management reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
Swiss Life Asset Management sold 13,334 First Data Corporation shares in Q3 2019, an estimated $361K.
Swiss Life Asset Management first reported a position in First Data Corporation in Q3 2018 and held it in 3 quarters.
Swiss Life Asset Management's First Data Corporation position peaked at $505K in Q3 2018.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on Swiss Life Asset Management's 13F filing for Q3 2019, filed 29 Dec 2025.