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Advantage Investment Management’s Financial Institutions FISI Stock Holding History

Advantage 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
Q2 		– Sell
-200
Closed -$7K – 1088
2017
Q1 		$7K Buy
+200
New +$6.67K ﹤0.01% 750

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advantage Investment Management's FISI Position: Q2 2017 in Review

Advantage Investment Management sold out of Financial Institutions (FISI) in Q2 2017, closing a stake of 200 shares — an estimated $7K sold.

Advantage Investment Management first reported a position in FISI in Q1 2017 and held it in 1 quarter. The position peaked at $7K in Q1 2017. 112 funds tracked by Wall St. Rank hold FISI as of Q2 2017.

  • Advantage Investment Management reported no remaining Financial Institutions position as of Q2 2017 after selling out during the quarter.
  • Advantage Investment Management sold 200 Financial Institutions shares in Q2 2017, an estimated $7K.
  • Advantage Investment Management first reported a position in Financial Institutions in Q1 2017 and held it in 1 quarter.
  • Advantage Investment Management's Financial Institutions position peaked at $7K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2017.

Based on Advantage Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.