GGPS
FIBK icon

Gary Goldberg Planning Services’s First Interstate BancSystem FIBK Stock Holding History

Gary Goldberg Planning Services’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
2014
Q2 		– Sell
-3
Closed – – 421
2014
Q1 		$0 Buy
+3
New +$79 ﹤0.01% 412

Other funds holding FIBK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gary Goldberg Planning Services's FIBK Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of First Interstate BancSystem (FIBK) in Q2 2014, closing a stake of 3 shares.

Gary Goldberg Planning Services first reported a position in FIBK in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 125 funds tracked by Wall St. Rank hold FIBK as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining First Interstate BancSystem position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 3 First Interstate BancSystem shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in First Interstate BancSystem in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's First Interstate BancSystem position peaked at $0 in Q1 2014.
  • 125 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.