WWM
FISV

Willingdon Wealth Management’s Fiserv Inc FISV Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-6
Closed -$1K – 432
2019
Q3 		$1K Buy
+6
New +$613 ﹤0.01% 407

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Willingdon Wealth Management sold out of Fiserv Inc (FISV) in Q4 2019, closing a stake of 6 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in FISV in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 1,229 funds tracked by Wall St. Rank hold FISV as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Fiserv Inc position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 6 Fiserv Inc shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Fiserv Inc in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Fiserv Inc position peaked at $1K in Q3 2019.
  • 1,229 funds tracked by Wall St. Rank held Fiserv Inc as of Q4 2019.

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