LD
CIT

Lipe & Dalton’s CIT Group Inc. CIT Stock Holding History

Lipe & Dalton’s Portfolio CIT Stock Details CIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-97,680
Closed -$3.91M – 77
2015
Q3 		$3.91M Sell
97,680
-2,215
-2% -$99.3K 3.24% 10
2015
Q2 		$4.64M Sell
99,895
-2,060
-2% -$95.9K 3.33% 8
2015
Q1 		$4.6M Sell
101,955
-2,790
-3% -$127K 3.17% 10
2014
Q4 		$5.01M Buy
104,745
+1,880
+2% +$89.3K 3.35% 8
2014
Q3 		$4.73M Sell
102,865
-670
-0.6% -$31.7K 3.09% 15
2014
Q2 		$4.74M Buy
103,535
+4,320
+4% +$195K 2.98% 17
2014
Q1 		$4.15M Buy
99,215
+10,850
+12% +$529K 2.78% 20
2013
Q4 		$4.61M Sell
88,365
-500
-0.6% -$24.8K 3.15% 14
2013
Q3 		$4.33M Buy
88,865
+5,895
+7% +$289K 3.18% 17
2013
Q2 		$3.87M Buy
+82,970
New +$3.67M 3.21% 16

Other funds holding CIT

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JIAI
JCF III AIV I New York $299M AUM 7.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lipe & Dalton's CIT Position: Q4 2015 in Review

Lipe & Dalton sold out of CIT Group Inc. (CIT) in Q4 2015, closing a stake of 97,680 shares — an estimated $3.91M sold.

Lipe & Dalton first reported a position in CIT in Q2 2013 and held it in 10 quarters. The position peaked at $5.01M in Q4 2014. 340 funds tracked by Wall St. Rank hold CIT as of Q4 2015.

  • Lipe & Dalton reported no remaining CIT Group Inc. position as of Q4 2015 after selling out during the quarter.
  • Lipe & Dalton sold 97,680 CIT Group Inc. shares in Q4 2015, an estimated $3.91M.
  • Lipe & Dalton first reported a position in CIT Group Inc. in Q2 2013 and held it in 10 quarters.
  • Lipe & Dalton's CIT Group Inc. position peaked at $5.01M in Q4 2014.
  • 340 funds tracked by Wall St. Rank held CIT Group Inc. as of Q4 2015.

Based on Lipe & Dalton's 13F filing for Q4 2015, filed 10 Feb 2016.