WIA
FDC

Westbourne Investment Advisors’s FIRST DATA CORP FDC Stock Holding History

Westbourne Investment Advisors’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
2018
Q2 		– Sell
-123,945
Closed -$1.98M – 102
2018
Q1 		$1.98M Buy
123,945
+18,970
+18% +$304K 1.59% 18
2017
Q4 		$1.75M Buy
104,975
+12,405
+13% +$207K 1.33% 21
2017
Q3 		$1.67M Buy
92,570
+38,860
+72% +$701K 1.3% 24
2017
Q2 		$978K Buy
53,710
+28,220
+111% +$514K 0.8% 44
2017
Q1 		$395K Buy
+25,490
New +$395K 0.33% 75

Westbourne Investment Advisors's FDC Position: Q2 2018 in Review

Westbourne Investment Advisors sold out of FIRST DATA CORP (FDC) in Q2 2018, closing a stake of 123,945 shares — an estimated $1.98M sold.

Westbourne Investment Advisors first reported a position in FDC in Q1 2017 and held it in 5 quarters. The position peaked at $1.98M in Q1 2018. 0 funds tracked by Wall St. Rank hold FDC as of Q2 2018.

  • Westbourne Investment Advisors reported no remaining FIRST DATA CORP position as of Q2 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 123,945 FIRST DATA CORP shares in Q2 2018, an estimated $1.98M.
  • Westbourne Investment Advisors first reported a position in FIRST DATA CORP in Q1 2017 and held it in 5 quarters.
  • Westbourne Investment Advisors's FIRST DATA CORP position peaked at $1.98M in Q1 2018.
  • 0 funds tracked by Wall St. Rank held FIRST DATA CORP as of Q2 2018.

Based on Westbourne Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.