UFA
FISV

US Financial Advisors’s Fiserv Inc FISV Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-488
Closed -$25K – 154
2016
Q1 		$25K Buy
+488
New +$23.1K 0.04% 138

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

US Financial Advisors's FISV Position: Q2 2016 in Review

US Financial Advisors sold out of Fiserv Inc (FISV) in Q2 2016, closing a stake of 488 shares — an estimated $25K sold.

US Financial Advisors first reported a position in FISV in Q1 2016 and held it in 1 quarter. The position peaked at $25K in Q1 2016. 773 funds tracked by Wall St. Rank hold FISV as of Q2 2016.

  • US Financial Advisors reported no remaining Fiserv Inc position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 488 Fiserv Inc shares in Q2 2016, an estimated $25K.
  • US Financial Advisors first reported a position in Fiserv Inc in Q1 2016 and held it in 1 quarter.
  • US Financial Advisors's Fiserv Inc position peaked at $25K in Q1 2016.
  • 773 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.