WA
FISV

WFG Advisors’s Fiserv Inc FISV Stock Holding History

WFG Advisors’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
2017
Q2 		$525K Buy
8,584
+734
+9% +$44.4K 0.12% 196
2017
Q1 		$453K Buy
7,850
+6,850
+685% +$385K 0.12% 187
2016
Q4 		$53K Hold
1,000
– – 0.01% 703
2016
Q3 		$50K Sell
1,000
-200
-17% -$10.5K 0.01% 705
2016
Q2 		$65K Hold
1,200
– – 0.02% 621
2016
Q1 		$62K Hold
1,200
– – 0.02% 604
2015
Q4 		$55K Hold
1,200
– – 0.02% 638
2015
Q3 		$52K Sell
1,200
-200
-14% -$8.65K 0.02% 628
2015
Q2 		$58K Hold
1,400
– – 0.02% 682
2015
Q1 		$56K Hold
1,400
– – 0.02% 694
2014
Q4 		$50K Hold
1,400
– – 0.01% 883
2014
Q3 		$45K Hold
1,400
– – 0.01% 968
2014
Q2 		$42K Hold
1,400
– – 0.01% 978
2014
Q1 		$40K Buy
1,400
+800
+133% +$22.9K 0.01% 998
2013
Q4 		$18K Hold
600
– – ﹤0.01% 1373
2013
Q3 		$15K Hold
600
– – ﹤0.01% 1368
2013
Q2 		$13K Buy
+600
New +$13.2K ﹤0.01% 1370

Other funds holding FISV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's FISV Position: Q2 2017 in Review

WFG Advisors increased its Fiserv Inc (FISV) stake by 9.4% in Q2 2017, buying an estimated $44.4K and bringing the position to 8,584 shares worth $525K. The position accounts for 0.12% of the portfolio, ranked #196.

WFG Advisors first reported a position in FISV in Q2 2013 and has held it in 17 quarters since. 759 funds tracked by Wall St. Rank hold FISV as of Q2 2017.

  • WFG Advisors held 8,584 shares of Fiserv Inc worth $525K as of Q2 2017.
  • WFG Advisors bought 734 Fiserv Inc shares in Q2 2017, an estimated $44.4K.
  • Fiserv Inc made up 0.12% of WFG Advisors's portfolio in Q2 2017, its #196 holding.
  • WFG Advisors first reported a position in Fiserv Inc in Q2 2013 and has held it in 17 quarters since.
  • 759 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.