FPIS
LOAN

Financial Planning & Information Services’s Manhattan Bridge Capital LOAN Stock Holding History

Financial Planning & Information Services’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-36,621
Closed -$191K – 71
2020
Q4 		$191K Buy
+36,621
New +$173K 0.06% 68

Other funds holding LOAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Financial Planning & Information Services's LOAN Position: Q1 2021 in Review

Financial Planning & Information Services sold out of Manhattan Bridge Capital (LOAN) in Q1 2021, closing a stake of 36,621 shares — an estimated $191K sold.

Financial Planning & Information Services first reported a position in LOAN in Q4 2020 and held it in 1 quarter. The position peaked at $191K in Q4 2020. 22 funds tracked by Wall St. Rank hold LOAN as of Q1 2021.

  • Financial Planning & Information Services reported no remaining Manhattan Bridge Capital position as of Q1 2021 after selling out during the quarter.
  • Financial Planning & Information Services sold 36,621 Manhattan Bridge Capital shares in Q1 2021, an estimated $191K.
  • Financial Planning & Information Services first reported a position in Manhattan Bridge Capital in Q4 2020 and held it in 1 quarter.
  • Financial Planning & Information Services's Manhattan Bridge Capital position peaked at $191K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2021.

Based on Financial Planning & Information Services's 13F filing for Q1 2021, filed 20 Apr 2021.