WA
FDC

WealthTrust-Arizona’s First Data Corporation FDC Stock Holding History

WealthTrust-Arizona’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
2017
Q1 		– Sell
-877
Closed -$12K – 664
2016
Q4 		$12K Sell
877
-2
-0.2% -$28 0.01% 354
2016
Q3 		$12K Buy
879
+101
+13% +$1.3K 0.01% 346
2016
Q2 		$9K Sell
778
-325
-29% -$3.9K 0.01% 382
2016
Q1 		$14K Sell
1,103
-155
-12% -$1.99K 0.01% 304
2015
Q4 		$20K Buy
+1,258
New +$20.6K 0.01% 265

Other funds holding FDC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

WealthTrust-Arizona's FDC Position: Q1 2017 in Review

WealthTrust-Arizona sold out of First Data Corporation (FDC) in Q1 2017, closing a stake of 877 shares — an estimated $12K sold.

WealthTrust-Arizona first reported a position in FDC in Q4 2015 and held it in 5 quarters. The position peaked at $20K in Q4 2015. 284 funds tracked by Wall St. Rank hold FDC as of Q1 2017.

  • WealthTrust-Arizona reported no remaining First Data Corporation position as of Q1 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 877 First Data Corporation shares in Q1 2017, an estimated $12K.
  • WealthTrust-Arizona first reported a position in First Data Corporation in Q4 2015 and held it in 5 quarters.
  • WealthTrust-Arizona's First Data Corporation position peaked at $20K in Q4 2015.
  • 284 funds tracked by Wall St. Rank held First Data Corporation as of Q1 2017.

Based on WealthTrust-Arizona's 13F filing for Q1 2017, filed 19 Apr 2017.