Congress Asset Management’s First Interstate BancSystem FIBK Stock Holding History

Congress Asset Management’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
2019 Q2	–	Sell	-51,982	Closed	-$2.07M	–	357
2019 Q1	$2.07M	Sell	51,982 -885	-2%	-$35.4K	0.03%	267
2018 Q4	$1.93M	Buy	52,867 +1,820	+4%	+$75.6K	0.03%	270
2018 Q3	$2.29M	Buy	51,047 +4,620	+10%	+$206K	0.03%	267
2018 Q2	$1.96M	Sell	46,427 -815	-2%	-$34.2K	0.03%	269
2018 Q1	$1.87M	Buy	47,242 +883	+2%	+$36.1K	0.03%	274
2017 Q4	$1.86M	Sell	46,359 -820	-2%	-$31.9K	0.03%	268
2017 Q3	$1.8M	Buy	+47,179	New	+$1.71M	0.03%	265

Other funds holding FIBK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Congress Asset Management's FIBK Position: Q2 2019 in Review

Congress Asset Management sold out of First Interstate BancSystem (FIBK) in Q2 2019, closing a stake of 51,982 shares — an estimated $2.07M sold.

Congress Asset Management first reported a position in FIBK in Q3 2017 and held it in 7 quarters. The position peaked at $2.29M in Q3 2018. 172 funds tracked by Wall St. Rank hold FIBK as of Q2 2019.

Congress Asset Management reported no remaining First Interstate BancSystem position as of Q2 2019 after selling out during the quarter.
Congress Asset Management sold 51,982 First Interstate BancSystem shares in Q2 2019, an estimated $2.07M.
Congress Asset Management first reported a position in First Interstate BancSystem in Q3 2017 and held it in 7 quarters.
Congress Asset Management's First Interstate BancSystem position peaked at $2.29M in Q3 2018.
172 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2019.

Based on Congress Asset Management's 13F filing for Q2 2019, filed 7 Aug 2019.