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Financial Advocates Investment Management’s First Interstate BancSystem FIBK Stock Holding History

Financial Advocates Investment 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
2020
Q1 		– Sell
-5,219
Closed -$219K – 494
2019
Q4 		$219K Buy
5,219
+38
+0.7% +$1.59K 0.02% 465
2019
Q3 		$209K Buy
+5,181
New +$204K 0.02% 452

Other funds holding FIBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Financial Advocates Investment Management's FIBK Position: Q1 2020 in Review

Financial Advocates Investment Management sold out of First Interstate BancSystem (FIBK) in Q1 2020, closing a stake of 5,219 shares — an estimated $219K sold.

Financial Advocates Investment Management first reported a position in FIBK in Q3 2019 and held it in 2 quarters. The position peaked at $219K in Q4 2019. 167 funds tracked by Wall St. Rank hold FIBK as of Q1 2020.

  • Financial Advocates Investment Management reported no remaining First Interstate BancSystem position as of Q1 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,219 First Interstate BancSystem shares in Q1 2020, an estimated $219K.
  • Financial Advocates Investment Management first reported a position in First Interstate BancSystem in Q3 2019 and held it in 2 quarters.
  • Financial Advocates Investment Management's First Interstate BancSystem position peaked at $219K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2020.

Based on Financial Advocates Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.