WCM
FISV

Windsor Capital Management’s Fiserv Inc FISV Stock Holding History

Windsor Capital 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
2014
Q1 		– Sell
-444
Closed -$13K – 143
2013
Q4 		$13K Hold
444
– – 0.01% 303
2013
Q3 		$11K Hold
444
– – 0.01% 331
2013
Q2 		$10K Buy
+444
New +$9.74K 0.01% 328

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Windsor Capital Management's FISV Position: Q1 2014 in Review

Windsor Capital Management sold out of Fiserv Inc (FISV) in Q1 2014, closing a stake of 444 shares — an estimated $13K sold.

Windsor Capital Management first reported a position in FISV in Q2 2013 and held it in 3 quarters. The position peaked at $13K in Q4 2013. 595 funds tracked by Wall St. Rank hold FISV as of Q1 2014.

  • Windsor Capital Management reported no remaining Fiserv Inc position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 444 Fiserv Inc shares in Q1 2014, an estimated $13K.
  • Windsor Capital Management first reported a position in Fiserv Inc in Q2 2013 and held it in 3 quarters.
  • Windsor Capital Management's Fiserv Inc position peaked at $13K in Q4 2013.
  • 595 funds tracked by Wall St. Rank held Fiserv Inc as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.