HighTower Advisors
FISI icon

HighTower Advisors’s Financial Institutions FISI Stock Holding History

HighTower Advisors’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
-13,699
Closed -$426K – 2237
2017
Q4 		$426K Sell
13,699
-2,280
-14% -$71.7K ﹤0.01% 1522
2017
Q3 		$460K Buy
+15,979
New +$451K ﹤0.01% 1477

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Commonwealth Equity Services
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CNBT
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LSV Asset Management
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JP Morgan Chase
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BCM
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Renaissance Technologies
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

HighTower Advisors's FISI Position: Q1 2018 in Review

HighTower Advisors sold out of Financial Institutions (FISI) in Q1 2018, closing a stake of 13,699 shares — an estimated $426K sold.

HighTower Advisors first reported a position in FISI in Q3 2017 and held it in 2 quarters. The position peaked at $460K in Q3 2017. 114 funds tracked by Wall St. Rank hold FISI as of Q1 2018.

  • HighTower Advisors reported no remaining Financial Institutions position as of Q1 2018 after selling out during the quarter.
  • HighTower Advisors sold 13,699 Financial Institutions shares in Q1 2018, an estimated $426K.
  • HighTower Advisors first reported a position in Financial Institutions in Q3 2017 and held it in 2 quarters.
  • HighTower Advisors's Financial Institutions position peaked at $460K in Q3 2017.
  • 114 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2018.

Based on HighTower Advisors's 13F filing for Q1 2018, filed 15 May 2018.