MML Investors Services
FISI icon

MML Investors Services’s Financial Institutions FISI Stock Holding History

MML Investors Services’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
-10,511
Closed -$191K – 1526
2020
Q1 		$191K Buy
10,511
+4
+0% +$107 ﹤0.01% 1283
2019
Q4 		$337K Sell
10,507
-2,099
-17% -$66.1K ﹤0.01% 1177
2019
Q3 		$380K Buy
+12,606
New +$369K 0.01% 1066

Other funds holding FISI

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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

MML Investors Services's FISI Position: Q2 2020 in Review

MML Investors Services sold out of Financial Institutions (FISI) in Q2 2020, closing a stake of 10,511 shares — an estimated $191K sold.

MML Investors Services first reported a position in FISI in Q3 2019 and held it in 3 quarters. The position peaked at $380K in Q3 2019. 113 funds tracked by Wall St. Rank hold FISI as of Q2 2020.

  • MML Investors Services reported no remaining Financial Institutions position as of Q2 2020 after selling out during the quarter.
  • MML Investors Services sold 10,511 Financial Institutions shares in Q2 2020, an estimated $191K.
  • MML Investors Services first reported a position in Financial Institutions in Q3 2019 and held it in 3 quarters.
  • MML Investors Services's Financial Institutions position peaked at $380K in Q3 2019.
  • 113 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2020.

Based on MML Investors Services's 13F filing for Q2 2020, filed 14 Aug 2020.