WIM
FDC

Westside Investment Management’s First Data Corporation FDC Stock Holding History

Westside Investment Management’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 		$170 Buy
+6,300
New +$164K ﹤0.01% 202
2018
Q4 		$129K Sell
7,650
-581
-7% -$11.3K 0.05% 189
2018
Q3 		$199K Buy
8,231
+664
+9% +$16K 0.06% 144
2018
Q2 		$160K Buy
7,567
+1,567
+26% +$29K 0.06% 176
2018
Q1 		$94.8K Hold
6,000
– – 0.05% 218
2017
Q4 		$103K Buy
+6,000
New +$103K 0.06% 212

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

Westside Investment Management's FDC Position: Q2 2019 in Review

Westside Investment Management opened a new position in First Data Corporation (FDC) in Q2 2019: 6,300 shares worth $170. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in FDC as recently as Q4 2018.

Westside Investment Management first reported a position in FDC in Q4 2017 and has held it in 6 quarters since. The position peaked at $199K in Q3 2018. 419 funds tracked by Wall St. Rank hold FDC as of Q2 2019.

  • Westside Investment Management held 6,300 shares of First Data Corporation worth $170 as of Q2 2019.
  • First Data Corporation was a new Westside Investment Management position in Q2 2019.
  • First Data Corporation made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2019, its #202 holding.
  • Westside Investment Management first reported a position in First Data Corporation in Q4 2017 and has held it in 6 quarters since.
  • Westside Investment Management's First Data Corporation position peaked at $199K in Q3 2018.
  • 419 funds tracked by Wall St. Rank held First Data Corporation as of Q2 2019.

Based on Westside Investment Management's 13F filing for Q2 2019, filed 24 Jul 2019.