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Acrospire Investment Management’s Financial Institutions FISI Stock Holding History

Acrospire Investment Management’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,591
Closed -$47K – 522
2017
Q2 		$47K Sell
1,591
-3,124
-66% -$99K 0.04% 915
2017
Q1 		$155K Buy
4,715
+1,338
+40% +$44.6K 0.13% 107
2016
Q4 		$115K Sell
3,377
-1,836
-35% -$54.6K 0.05% 820
2016
Q3 		$141K Buy
5,213
+3,621
+227% +$96.8K 0.09% 302
2016
Q2 		$42K Buy
1,592
+1,157
+266% +$31.9K 0.03% 1187
2016
Q1 		$13K Buy
+435
New +$11.9K 0.01% 1679

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Acrospire Investment Management sold out of Financial Institutions (FISI) in Q3 2017, closing a stake of 1,591 shares — an estimated $47K sold.

Acrospire Investment Management first reported a position in FISI in Q1 2016 and held it in 6 quarters. The position peaked at $155K in Q1 2017. 116 funds tracked by Wall St. Rank hold FISI as of Q3 2017.

  • Acrospire Investment Management reported no remaining Financial Institutions position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,591 Financial Institutions shares in Q3 2017, an estimated $47K.
  • Acrospire Investment Management first reported a position in Financial Institutions in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Financial Institutions position peaked at $155K in Q1 2017.
  • 116 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2017.

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