Merriman Wealth Management’s First Interstate BancSystem FIBK Stock Holding History

Merriman Wealth Management’s Portfolio FIBK Stock Details FIBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-19,996	Closed	-$816K	–	194
2020 Q4	$816K	Buy	+19,996	New	+$759K	0.09%	123
2020 Q2	–	Sell	-19,996	Closed	-$577K	–	168
2020 Q1	$577K	Hold	19,996	–	–	0.13%	79
2019 Q4	$838K	Sell	19,996 -11,056	-36%	-$463K	0.16%	104
2019 Q3	$1.25M	Hold	31,052	–	–	0.25%	74
2019 Q2	$12.3K	Buy	31,052 +11,056	+55%	+$441K	0.24%	81
2019 Q1	$796K	Hold	19,996	–	–	0.15%	110
2018 Q4	$752K	Hold	19,996	–	–	0.16%	77
2018 Q3	$896K	Buy	+19,996	New	+$891K	0.19%	87

Other funds holding FIBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Merriman Wealth Management's FIBK Position: Q1 2021 in Review

Merriman Wealth Management sold out of First Interstate BancSystem (FIBK) in Q1 2021, closing a stake of 19,996 shares — an estimated $816K sold.

Merriman Wealth Management first reported a position in FIBK in Q3 2018 and held it in 8 quarters. The position peaked at $1.25M in Q3 2019. 182 funds tracked by Wall St. Rank hold FIBK as of Q1 2021.

Merriman Wealth Management reported no remaining First Interstate BancSystem position as of Q1 2021 after selling out during the quarter.
Merriman Wealth Management sold 19,996 First Interstate BancSystem shares in Q1 2021, an estimated $816K.
Merriman Wealth Management first reported a position in First Interstate BancSystem in Q3 2018 and held it in 8 quarters.
Merriman Wealth Management's First Interstate BancSystem position peaked at $1.25M in Q3 2019.
182 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2021.

Based on Merriman Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.