TWM
FISV

Torch Wealth Management’s Fiserv Inc FISV Stock Holding History

Torch Wealth 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
2014
Q3 		– Sell
-1,348
Closed -$41K – 151
2014
Q2 		$41K Hold
1,348
– – 0.03% 171
2014
Q1 		$38K Hold
1,348
– – 0.03% 172
2013
Q4 		$40K Buy
+1,348
New +$36.4K 0.03% 153

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Torch Wealth Management's FISV Position: Q3 2014 in Review

Torch Wealth Management sold out of Fiserv Inc (FISV) in Q3 2014, closing a stake of 1,348 shares — an estimated $41K sold.

Torch Wealth Management first reported a position in FISV in Q4 2013 and held it in 3 quarters. The position peaked at $41K in Q2 2014. 607 funds tracked by Wall St. Rank hold FISV as of Q3 2014.

  • Torch Wealth Management reported no remaining Fiserv Inc position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,348 Fiserv Inc shares in Q3 2014, an estimated $41K.
  • Torch Wealth Management first reported a position in Fiserv Inc in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Fiserv Inc position peaked at $41K in Q2 2014.
  • 607 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.