FMA
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FNY Managed Accounts’s Financial Institutions FISI Stock Holding History

FNY Managed Accounts’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
2018
Q1 		– Sell
-71
Closed -$2K – 667
2017
Q4 		$2K Sell
71
-213
-75% -$6.7K ﹤0.01% 515
2017
Q3 		$8K Buy
+284
New +$8.02K 0.01% 449

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

FNY Managed Accounts's FISI Position: Q1 2018 in Review

FNY Managed Accounts sold out of Financial Institutions (FISI) in Q1 2018, closing a stake of 71 shares — an estimated $2K sold.

FNY Managed Accounts first reported a position in FISI in Q3 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 114 funds tracked by Wall St. Rank hold FISI as of Q1 2018.

  • FNY Managed Accounts reported no remaining Financial Institutions position as of Q1 2018 after selling out during the quarter.
  • FNY Managed Accounts sold 71 Financial Institutions shares in Q1 2018, an estimated $2K.
  • FNY Managed Accounts first reported a position in Financial Institutions in Q3 2017 and held it in 2 quarters.
  • FNY Managed Accounts's Financial Institutions position peaked at $8K in Q3 2017.
  • 114 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2018.

Based on FNY Managed Accounts's 13F filing for Q1 2018, filed 18 Apr 2018.