UCFA
FDC

United Capital Financial Advisors’s First Data Corporation FDC Stock Holding History

United Capital Financial Advisors’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
-87,904
Closed -$2.38M – 1564
2019
Q2 		$2.38M Sell
87,904
-2,719
-3% -$70.8K 0.02% 569
2019
Q1 		$2.38M Sell
90,623
-9,479
-9% -$225K 0.02% 555
2018
Q4 		$1.69M Buy
100,102
+15,409
+18% +$300K 0.01% 597
2018
Q3 		$2.07M Buy
84,693
+4,950
+6% +$119K 0.01% 605
2018
Q2 		$1.67M Sell
79,743
-1,094
-1% -$20.3K 0.01% 636
2018
Q1 		$1.29M Buy
80,837
+892
+1% +$14.8K 0.01% 708
2017
Q4 		$1.34M Buy
79,945
+18,502
+30% +$318K 0.01% 711
2017
Q3 		$1.11M Buy
61,443
+855
+1% +$15.6K 0.01% 752
2017
Q2 		$1.1M Buy
60,588
+24,213
+67% +$405K 0.01% 738
2017
Q1 		$564K Buy
36,375
+18,644
+105% +$293K 0.01% 887
2016
Q4 		$252K Buy
+17,731
New +$252K ﹤0.01% 1106

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

United Capital Financial Advisors's FDC Position: Q3 2019 in Review

United Capital Financial Advisors sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 87,904 shares — an estimated $2.38M sold.

United Capital Financial Advisors first reported a position in FDC in Q4 2016 and held it in 11 quarters. The position peaked at $2.38M in Q1 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

  • United Capital Financial Advisors reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 87,904 First Data Corporation shares in Q3 2019, an estimated $2.38M.
  • United Capital Financial Advisors first reported a position in First Data Corporation in Q4 2016 and held it in 11 quarters.
  • United Capital Financial Advisors's First Data Corporation position peaked at $2.38M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.