Weatherstone Capital Management’s Fiserv Inc FISV Stock Holding History

Weatherstone Capital Management’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
2019 Q1	$571K	Buy	6,473 +109	+2%	+$8.99K	0.6%	29
2018 Q4	$468K	Buy	6,364 +49	+0.8%	+$3.79K	0.12%	101
2018 Q3	$520K	Buy	6,315 +503	+9%	+$39.5K	0.4%	40
2018 Q2	$431K	Sell	5,812 -313	-5%	-$22.7K	0.34%	29
2018 Q1	$437K	Buy	6,125 +551	+10%	+$38.7K	0.33%	36
2017 Q4	$365K	Buy	5,574 +638	+13%	+$41.2K	0.24%	55
2017 Q3	$318K	Buy	4,936 +132	+3%	+$8.2K	0.22%	49
2017 Q2	$294K	Buy	4,804 +294	+7%	+$17.8K	0.19%	64
2017 Q1	$260K	Buy	4,510 +150	+3%	+$8.42K	0.29%	53
2016 Q4	$232K	Buy	+4,360	New	+$224K	0.15%	83

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 $315B AUM 27.84% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Weatherstone Capital Management's FISV Position: Q1 2019 in Review

Weatherstone Capital Management increased its Fiserv Inc (FISV) stake by 1.7% in Q1 2019, buying an estimated $8.99K and bringing the position to 6,473 shares worth $571K. The position accounts for 0.6% of the portfolio, ranked #29.

Weatherstone Capital Management first reported a position in FISV in Q4 2016 and has held it in 10 quarters since. 981 funds tracked by Wall St. Rank hold FISV as of Q1 2019.

Weatherstone Capital Management held 6,473 shares of Fiserv Inc worth $571K as of Q1 2019.
Weatherstone Capital Management bought 109 Fiserv Inc shares in Q1 2019, an estimated $8.99K.
Fiserv Inc made up 0.6% of Weatherstone Capital Management's portfolio in Q1 2019, its #29 holding.
Weatherstone Capital Management first reported a position in Fiserv Inc in Q4 2016 and has held it in 10 quarters since.
981 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.