HCM
FISI icon

Highlander Capital Management’s Financial Institutions FISI Stock Holding History

Highlander Capital Management’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
2014
Q2 		– Sell
-1,000
Closed -$23K – 830
2014
Q1 		$23K Hold
1,000
– – 0.02% 498
2013
Q4 		$24.7K Hold
1,000
– – 0.02% 477
2013
Q3 		$20.5K Hold
1,000
– – 0.02% 515
2013
Q2 		$18.4K Buy
+1,000
New +$19.4K 0.02% 528

Other funds holding FISI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Highlander Capital Management's FISI Position: Q2 2014 in Review

Highlander Capital Management sold out of Financial Institutions (FISI) in Q2 2014, closing a stake of 1,000 shares — an estimated $23K sold.

Highlander Capital Management first reported a position in FISI in Q2 2013 and held it in 4 quarters. The position peaked at $24.7K in Q4 2013. 83 funds tracked by Wall St. Rank hold FISI as of Q2 2014.

  • Highlander Capital Management reported no remaining Financial Institutions position as of Q2 2014 after selling out during the quarter.
  • Highlander Capital Management sold 1,000 Financial Institutions shares in Q2 2014, an estimated $23K.
  • Highlander Capital Management first reported a position in Financial Institutions in Q2 2013 and held it in 4 quarters.
  • Highlander Capital Management's Financial Institutions position peaked at $24.7K in Q4 2013.
  • 83 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2014.

Based on Highlander Capital Management's 13F filing for Q2 2014, filed 11 Aug 2014.