Symphony Asset Management’s Fiserv Inc FISV Stock Holding History

Symphony Asset Management’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7,782	Closed	-$687K	–	183
2019 Q1	$687K	Buy	7,782 +43	+0.6%	+$3.55K	0.18%	88
2018 Q4	$569K	Buy	+7,739	New	+$598K	0.17%	71
2018 Q3	–	Sell	-14,712	Closed	-$1.05M	–	222
2018 Q2	$1.05M	Sell	14,712 -7,681	-34%	-$558K	0.21%	105
2018 Q1	$1.6M	Sell	22,393 -1,875	-8%	-$132K	0.21%	118
2017 Q4	$1.59M	Sell	24,268 -12,758	-34%	-$824K	0.16%	135
2017 Q3	$2.39M	Buy	37,026 +6,046	+20%	+$376K	0.27%	89
2017 Q2	$1.9M	Buy	+30,980	New	+$1.87M	0.21%	113
2016 Q3	–	Sell	-6,342	Closed	-$345K	–	407
2016 Q2	$345K	Hold	6,342	–	–	0.04%	280
2016 Q1	$325K	Hold	6,342	–	–	0.04%	306
2015 Q4	$290K	Buy	+6,342	New	+$298K	0.03%	374

Other funds holding FISV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symphony Asset Management's FISV Position: Q2 2019 in Review

Symphony Asset Management sold out of Fiserv Inc (FISV) in Q2 2019, closing a stake of 7,782 shares — an estimated $687K sold.

Symphony Asset Management first reported a position in FISV in Q4 2015 and held it in 10 quarters. The position peaked at $2.39M in Q3 2017. 993 funds tracked by Wall St. Rank hold FISV as of Q2 2019.

Symphony Asset Management reported no remaining Fiserv Inc position as of Q2 2019 after selling out during the quarter.
Symphony Asset Management sold 7,782 Fiserv Inc shares in Q2 2019, an estimated $687K.
Symphony Asset Management first reported a position in Fiserv Inc in Q4 2015 and held it in 10 quarters.
Symphony Asset Management's Fiserv Inc position peaked at $2.39M in Q3 2017.
993 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2019.

Based on Symphony Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.