GSC
FIBK icon

Ground Swell Capital’s First Interstate BancSystem FIBK Stock Holding History

Ground Swell Capital’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
Q3 		$6K Buy
225
+85
+61% +$2.28K 0.01% 1329
2014
Q2 		$4K Buy
+140
New +$3.67K 0.01% 1176

Other funds holding FIBK

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Ground Swell Capital's FIBK Position: Q3 2014 in Review

Ground Swell Capital increased its First Interstate BancSystem (FIBK) stake by 61% in Q3 2014, buying an estimated $2.28K and bringing the position to 225 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #1329.

Ground Swell Capital first reported a position in FIBK in Q2 2014 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold FIBK as of Q3 2014.

  • Ground Swell Capital held 225 shares of First Interstate BancSystem worth $6K as of Q3 2014.
  • Ground Swell Capital bought 85 First Interstate BancSystem shares in Q3 2014, an estimated $2.28K.
  • First Interstate BancSystem made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1329 holding.
  • Ground Swell Capital first reported a position in First Interstate BancSystem in Q2 2014 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.