WWM
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Willingdon Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Willingdon Wealth Management’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-15
Closed -$2K – 433
2019
Q3 		$2K Buy
+15
New +$1.99K ﹤0.01% 344

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Willingdon Wealth Management's FIS Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Fidelity National Information Services (FIS) in Q4 2019, closing a stake of 15 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in FIS in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 1,128 funds tracked by Wall St. Rank hold FIS as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Fidelity National Information Services position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 15 Fidelity National Information Services shares in Q4 2019, an estimated $2K.
  • Willingdon Wealth Management first reported a position in Fidelity National Information Services in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Fidelity National Information Services position peaked at $2K in Q3 2019.
  • 1,128 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.