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Institutional & Family Asset Management’s Financial Institutions FISI Stock Holding History

Institutional & Family Asset 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
2020
Q2 		– Sell
-400
Closed -$7K – 861
2020
Q1 		$7K Buy
+400
New +$10.7K ﹤0.01% 493

Other funds holding FISI

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's FISI Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Financial Institutions (FISI) in Q2 2020, closing a stake of 400 shares — an estimated $7K sold.

Institutional & Family Asset Management first reported a position in FISI in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 113 funds tracked by Wall St. Rank hold FISI as of Q2 2020.

  • Institutional & Family Asset Management reported no remaining Financial Institutions position as of Q2 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 400 Financial Institutions shares in Q2 2020, an estimated $7K.
  • Institutional & Family Asset Management first reported a position in Financial Institutions in Q1 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Financial Institutions position peaked at $7K in Q1 2020.
  • 113 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.