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Clover Partners’s Financial Institutions FISI Stock Holding History

Clover Partners’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
Q1 		– Sell
-275,309
Closed -$9.42M – 34
2016
Q4 		$9.42M Sell
275,309
-520,490
-65% -$15.5M 5.06% 12
2016
Q3 		$21.6M Hold
795,799
– – 9.53% 1
2016
Q2 		$20.7M Hold
795,799
– – 8.19% 1
2016
Q1 		$23.1M Buy
795,799
+42,442
+6% +$1.16M 9.71% 1
2015
Q4 		$21.1M Buy
753,357
+224,198
+42% +$5.97M 9.36% 2
2015
Q3 		$13.1M Buy
+529,159
New +$13M 6.39% 2
2014
Q2 		– Sell
-102,499
Closed -$2.36M – 27
2014
Q1 		$2.36M Buy
+102,499
New +$2.28M 1.47% 26

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clover Partners's FISI Position: Q1 2017 in Review

Clover Partners sold out of Financial Institutions (FISI) in Q1 2017, closing a stake of 275,309 shares — an estimated $9.42M sold.

Clover Partners first reported a position in FISI in Q1 2014 and held it in 7 quarters. The position peaked at $23.1M in Q1 2016. 111 funds tracked by Wall St. Rank hold FISI as of Q1 2017.

  • Clover Partners reported no remaining Financial Institutions position as of Q1 2017 after selling out during the quarter.
  • Clover Partners sold 275,309 Financial Institutions shares in Q1 2017, an estimated $9.42M.
  • Clover Partners first reported a position in Financial Institutions in Q1 2014 and held it in 7 quarters.
  • Clover Partners's Financial Institutions position peaked at $23.1M in Q1 2016.
  • 111 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2017.

Based on Clover Partners's 13F filing for Q1 2017, filed 15 May 2017.