Axa
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Axa’s First Interstate BancSystem FIBK Stock Holding History

Axa’s Portfolio FIBK Stock Details FIBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,680
Closed -$290K – 1446
2014
Q2 		$290K Sell
10,680
-16,820
-61% -$440K ﹤0.01% 1178
2014
Q1 		$776K Buy
27,500
+6,100
+29% +$162K ﹤0.01% 981
2013
Q4 		$607K Buy
+21,400
New +$555K ﹤0.01% 1020

Other funds holding FIBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Axa's FIBK Position: Q3 2014 in Review

Axa sold out of First Interstate BancSystem (FIBK) in Q3 2014, closing a stake of 10,680 shares — an estimated $290K sold.

Axa first reported a position in FIBK in Q4 2013 and held it in 3 quarters. The position peaked at $776K in Q1 2014. 117 funds tracked by Wall St. Rank hold FIBK as of Q3 2014.

  • Axa reported no remaining First Interstate BancSystem position as of Q3 2014 after selling out during the quarter.
  • Axa sold 10,680 First Interstate BancSystem shares in Q3 2014, an estimated $290K.
  • Axa first reported a position in First Interstate BancSystem in Q4 2013 and held it in 3 quarters.
  • Axa's First Interstate BancSystem position peaked at $776K in Q1 2014.
  • 117 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2014.

Based on Axa's 13F filing for Q3 2014, filed 13 Nov 2014.