AIM
BANX

Acrospire Investment Management’s ArrowMark Financial BANX Stock Holding History

Acrospire Investment Management’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-398
Closed -$8K – 146
2017
Q2 		$8K Sell
398
-100
-20% -$2K 0.01% 1850
2017
Q1 		$10K Sell
498
-1,800
-78% -$35.3K 0.01% 1860
2016
Q4 		$43K Buy
2,298
+1,698
+283% +$31.4K 0.02% 1477
2016
Q3 		$11K Buy
600
+200
+50% +$3.74K 0.01% 1670
2016
Q2 		$7K Buy
400
+64
+19% +$1.12K 0.01% 1804
2016
Q1 		$6K Buy
+336
New +$5.35K ﹤0.01% 1833

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
IP
Ironsides Partners Boston, Massachusetts $27.7M AUM 1.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Acrospire Investment Management's BANX Position: Q3 2017 in Review

Acrospire Investment Management sold out of ArrowMark Financial (BANX) in Q3 2017, closing a stake of 398 shares — an estimated $8K sold.

Acrospire Investment Management first reported a position in BANX in Q1 2016 and held it in 6 quarters. The position peaked at $43K in Q4 2016. 28 funds tracked by Wall St. Rank hold BANX as of Q3 2017.

  • Acrospire Investment Management reported no remaining ArrowMark Financial position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 398 ArrowMark Financial shares in Q3 2017, an estimated $8K.
  • Acrospire Investment Management first reported a position in ArrowMark Financial in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's ArrowMark Financial position peaked at $43K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.