HIM
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Hillsdale Investment Management’s First Capital FCAP Stock Holding History

Hillsdale Investment Management’s Portfolio FCAP Stock Details FCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-400
Closed -$17K – 498
2018
Q2 		$17K Buy
+400
New +$15.3K ﹤0.01% 346

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Geode Capital Management
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KCM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hillsdale Investment Management's FCAP Position: Q3 2018 in Review

Hillsdale Investment Management sold out of First Capital (FCAP) in Q3 2018, closing a stake of 400 shares — an estimated $17K sold.

Hillsdale Investment Management first reported a position in FCAP in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 16 funds tracked by Wall St. Rank hold FCAP as of Q3 2018.

  • Hillsdale Investment Management reported no remaining First Capital position as of Q3 2018 after selling out during the quarter.
  • Hillsdale Investment Management sold 400 First Capital shares in Q3 2018, an estimated $17K.
  • Hillsdale Investment Management first reported a position in First Capital in Q2 2018 and held it in 1 quarter.
  • Hillsdale Investment Management's First Capital position peaked at $17K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held First Capital as of Q3 2018.

Based on Hillsdale Investment Management's 13F filing for Q3 2018, filed 9 Nov 2018.