IA
LION

IndexIQ Advisors’s Fidelity Southern Corporation LION Stock Holding History

IndexIQ Advisors’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-91,108
Closed -$2.37M – 715
2018
Q4 		$2.37M Sell
91,108
-7,429
-8% -$175K 0.07% 190
2018
Q3 		$2.44M Buy
98,537
+3,722
+4% +$92.2K 0.08% 244
2018
Q2 		$2.41M Buy
94,815
+8,058
+9% +$194K 0.07% 246
2018
Q1 		$2M Buy
+86,757
New +$2.04M 0.06% 340

Other funds holding LION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

IndexIQ Advisors's LION Position: Q1 2019 in Review

IndexIQ Advisors sold out of Fidelity Southern Corporation (LION) in Q1 2019, closing a stake of 91,108 shares — an estimated $2.37M sold.

IndexIQ Advisors first reported a position in LION in Q1 2018 and held it in 4 quarters. The position peaked at $2.44M in Q3 2018. 129 funds tracked by Wall St. Rank hold LION as of Q1 2019.

  • IndexIQ Advisors reported no remaining Fidelity Southern Corporation position as of Q1 2019 after selling out during the quarter.
  • IndexIQ Advisors sold 91,108 Fidelity Southern Corporation shares in Q1 2019, an estimated $2.37M.
  • IndexIQ Advisors first reported a position in Fidelity Southern Corporation in Q1 2018 and held it in 4 quarters.
  • IndexIQ Advisors's Fidelity Southern Corporation position peaked at $2.44M in Q3 2018.
  • 129 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q1 2019.

Based on IndexIQ Advisors's 13F filing for Q1 2019, filed 6 May 2019.