WealthTrust-Arizona’s Fiserv Inc FISV Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$14K	Sell	197 -4	-2%	-$309	0.01%	323
2018 Q3	$17K	Hold	201	–	–	0.01%	316
2018 Q2	$15K	Sell	201 -17	-8%	-$1.23K	0.01%	325
2018 Q1	$16K	Sell	218 -4	-2%	-$281	0.01%	324
2017 Q4	$15K	Hold	222	–	–	0.01%	338
2017 Q3	$14K	Hold	222	–	–	0.01%	336
2017 Q2	$14K	Hold	222	–	–	0.01%	319
2017 Q1	$13K	Sell	222 -64	-22%	-$3.59K	0.01%	331
2016 Q4	$15K	Hold	286	–	–	0.01%	306
2016 Q3	$14K	Hold	286	–	–	0.01%	312
2016 Q2	$16K	Sell	286 -36	-11%	-$1.85K	0.01%	273
2016 Q1	$17K	Sell	322 -10	-3%	-$474	0.01%	256
2015 Q4	$15K	Sell	332 -232	-41%	-$10.9K	0.01%	315
2015 Q3	$24K	Sell	564 -24	-4%	-$1.04K	0.01%	226
2015 Q2	$24K	Sell	588 -56	-9%	-$2.25K	0.01%	246
2015 Q1	$26K	Hold	644	–	–	0.02%	233
2014 Q4	$23K	Hold	644	–	–	0.02%	248
2014 Q3	$21K	Hold	644	–	–	0.02%	272
2014 Q2	$19K	Sell	644 -36	-5%	-$1.07K	0.02%	291
2014 Q1	$19K	Hold	680	–	–	0.02%	302
2013 Q4	$20K	Sell	680 -24	-3%	-$647	0.02%	268
2013 Q3	$18K	Sell	704 -24	-3%	-$580	0.02%	257
2013 Q2	$16K	Buy	+728	New	+$16K	0.02%	255

Other funds holding FISV

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrust-Arizona's FISV Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Fiserv Inc (FISV) stake by 2% in Q4 2018, selling an estimated $309 and leaving 197 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #323.

WealthTrust-Arizona first reported a position in FISV in Q2 2013 and has held it in 23 quarters since. The position peaked at $26K in Q1 2015. 911 funds tracked by Wall St. Rank hold FISV as of Q4 2018.

WealthTrust-Arizona held 197 shares of Fiserv Inc worth $14K as of Q4 2018.
WealthTrust-Arizona sold 4 Fiserv Inc shares in Q4 2018, an estimated $309.
Fiserv Inc made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #323 holding.
WealthTrust-Arizona first reported a position in Fiserv Inc in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Fiserv Inc position peaked at $26K in Q1 2015.
911 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.