JA
LION

JOYN Advisors’s Fidelity Southern Corporation LION Stock Holding History

JOYN 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
-13
Closed – – 1721
2018
Q4 		$0 Buy
13
+5
+63% +$118 ﹤0.01% 1941
2018
Q3 		$0 Hold
8
– – ﹤0.01% 1967
2018
Q2 		$0 Hold
8
– – ﹤0.01% 1928
2018
Q1 		$0 Buy
+8
New +$188 ﹤0.01% 1460

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

JOYN Advisors's LION Position: Q1 2019 in Review

JOYN Advisors sold out of Fidelity Southern Corporation (LION) in Q1 2019, closing a stake of 13 shares.

JOYN Advisors first reported a position in LION in Q1 2018 and held it in 4 quarters. The position peaked at $0 in Q4 2018. 129 funds tracked by Wall St. Rank hold LION as of Q1 2019.

  • JOYN Advisors reported no remaining Fidelity Southern Corporation position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 13 Fidelity Southern Corporation shares in Q1 2019.
  • JOYN Advisors first reported a position in Fidelity Southern Corporation in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Fidelity Southern Corporation position peaked at $0 in Q4 2018.
  • 129 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.