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Global Financial Private Capital’s Financial Institutions FISI Stock Holding History

Global Financial Private Capital’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
2017
Q4 		– Sell
-8,993
Closed -$259K – 542
2017
Q3 		$259K Buy
+8,993
New +$254K 0.01% 420

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Commonwealth Equity Services
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CNBT
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JP Morgan Chase
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LSV Asset Management
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Financial Private Capital's FISI Position: Q4 2017 in Review

Global Financial Private Capital sold out of Financial Institutions (FISI) in Q4 2017, closing a stake of 8,993 shares — an estimated $259K sold.

Global Financial Private Capital first reported a position in FISI in Q3 2017 and held it in 1 quarter. The position peaked at $259K in Q3 2017. 121 funds tracked by Wall St. Rank hold FISI as of Q4 2017.

  • Global Financial Private Capital reported no remaining Financial Institutions position as of Q4 2017 after selling out during the quarter.
  • Global Financial Private Capital sold 8,993 Financial Institutions shares in Q4 2017, an estimated $259K.
  • Global Financial Private Capital first reported a position in Financial Institutions in Q3 2017 and held it in 1 quarter.
  • Global Financial Private Capital's Financial Institutions position peaked at $259K in Q3 2017.
  • 121 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2017.

Based on Global Financial Private Capital's 13F filing for Q4 2017, filed 8 Feb 2018.