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Cordasco Financial Network’s Financial Institutions FISI Stock Holding History

Cordasco Financial Network’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
2019
Q4 		– Sell
-50
Closed -$2K – 462
2019
Q3 		$2K Buy
+50
New +$1.47K ﹤0.01% 433

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LSV Asset Management
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CNBT
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cordasco Financial Network's FISI Position: Q4 2019 in Review

Cordasco Financial Network sold out of Financial Institutions (FISI) in Q4 2019, closing a stake of 50 shares — an estimated $2K sold.

Cordasco Financial Network first reported a position in FISI in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 129 funds tracked by Wall St. Rank hold FISI as of Q4 2019.

  • Cordasco Financial Network reported no remaining Financial Institutions position as of Q4 2019 after selling out during the quarter.
  • Cordasco Financial Network sold 50 Financial Institutions shares in Q4 2019, an estimated $2K.
  • Cordasco Financial Network first reported a position in Financial Institutions in Q3 2019 and held it in 1 quarter.
  • Cordasco Financial Network's Financial Institutions position peaked at $2K in Q3 2019.
  • 129 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2019.

Based on Cordasco Financial Network's 13F filing for Q4 2019, filed 22 Jan 2020.