WhitTier Trust Company’s First Data Corporation FDC Stock Holding History

WhitTier Trust Company’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 Q3	–	Sell	-939	Closed	-$25K	–	1035
2019 Q2	$25K	Hold	939	–	–	﹤0.01%	703
2019 Q1	$25K	Sell	939 -100	-10%	-$2.38K	﹤0.01%	701
2018 Q4	$18K	Buy	1,039 +939	+939%	+$18.3K	﹤0.01%	754
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	931
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	940
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	986
2017 Q4	$2K	Buy	+100	New	+$1.72K	﹤0.01%	963

Other funds holding FDC

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

WhitTier Trust Company's FDC Position: Q3 2019 in Review

WhitTier Trust Company sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 939 shares — an estimated $25K sold.

WhitTier Trust Company first reported a position in FDC in Q4 2017 and held it in 7 quarters. The position peaked at $25K in Q2 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

WhitTier Trust Company reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
WhitTier Trust Company sold 939 First Data Corporation shares in Q3 2019, an estimated $25K.
WhitTier Trust Company first reported a position in First Data Corporation in Q4 2017 and held it in 7 quarters.
WhitTier Trust Company's First Data Corporation position peaked at $25K in Q2 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on WhitTier Trust Company's 13F filing for Q3 2019, filed 18 Oct 2019.