WAM
FDC

Wealthspire Advisors (Maryland)’s First Data Corporation FDC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-300
Closed -$8K – 2547
2019
Q1 		$8K Sell
300
-93
-24% -$2.21K ﹤0.01% 1653
2018
Q4 		$7K Buy
393
+95
+32% +$1.85K ﹤0.01% 1633
2018
Q3 		$7K Sell
298
-344
-54% -$8.29K ﹤0.01% 1704
2018
Q2 		$13K Buy
642
+394
+159% +$7.3K ﹤0.01% 1467
2018
Q1 		$4K Buy
248
+37
+18% +$613 ﹤0.01% 1981
2017
Q4 		$4K Buy
211
+10
+5% +$172 ﹤0.01% 1959
2017
Q3 		$4K Buy
201
+22
+12% +$401 ﹤0.01% 1889
2017
Q2 		$3K Hold
179
– – ﹤0.01% 1956
2017
Q1 		$3K Sell
179
-7,025
-98% -$110K ﹤0.01% 1668
2016
Q4 		$102K Sell
7,204
-44
-0.6% -$625 0.02% 574
2016
Q3 		$95K Buy
7,248
+290
+4% +$3.74K 0.01% 586
2016
Q2 		$77K Sell
6,958
-2,103
-23% -$25.3K 0.01% 610
2016
Q1 		$117K Buy
9,061
+776
+9% +$9.98K 0.02% 490
2015
Q4 		$133K Buy
+8,285
New +$136K 0.02% 461

Other funds holding FDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FDC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Data Corporation (FDC) in Q2 2019, closing a stake of 300 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in FDC in Q4 2015 and held it in 14 quarters. The position peaked at $133K in Q4 2015. 419 funds tracked by Wall St. Rank hold FDC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining First Data Corporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 300 First Data Corporation shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in First Data Corporation in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s First Data Corporation position peaked at $133K in Q4 2015.
  • 419 funds tracked by Wall St. Rank held First Data Corporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.