YHB Investment Advisors’s First Data Corporation FDC Stock Holding History

YHB Investment Advisors’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	-18,316	Closed	-$496K	–	190
2019 Q2	$496K	Sell	18,316 -7,500	-29%	-$195K	0.08%	136
2019 Q1	$678K	Buy	25,816 +13,516	+110%	+$321K	0.11%	129
2018 Q4	$208K	Sell	12,300 -3,000	-20%	-$58.5K	0.04%	172
2018 Q3	$374K	Buy	15,300 +3,550	+30%	+$85.6K	0.06%	149
2018 Q2	$246K	Buy	+11,750	New	+$218K	0.04%	168

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

YHB Investment Advisors's FDC Position: Q3 2019 in Review

YHB Investment Advisors sold out of First Data Corporation (FDC) in Q3 2019, closing a stake of 18,316 shares — an estimated $496K sold.

YHB Investment Advisors first reported a position in FDC in Q2 2018 and held it in 5 quarters. The position peaked at $678K in Q1 2019. 2 funds tracked by Wall St. Rank hold FDC as of Q3 2019.

YHB Investment Advisors reported no remaining First Data Corporation position as of Q3 2019 after selling out during the quarter.
YHB Investment Advisors sold 18,316 First Data Corporation shares in Q3 2019, an estimated $496K.
YHB Investment Advisors first reported a position in First Data Corporation in Q2 2018 and held it in 5 quarters.
YHB Investment Advisors's First Data Corporation position peaked at $678K in Q1 2019.
2 funds tracked by Wall St. Rank held First Data Corporation as of Q3 2019.

Based on YHB Investment Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.