Montag & Associates’s Fidelity Southern Corporation LION Stock Holding History

Montag & Associates’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 Q3	–	Sell	-59,776	Closed	-$1.85M	–	315
2019 Q2	$1.85M	Hold	59,776	–	–	0.17%	123
2019 Q1	$1.64M	Hold	59,776	–	–	0.15%	136
2018 Q4	$1.55M	Hold	59,776	–	–	0.17%	125
2018 Q3	$1.48M	Buy	59,776 +46,776	+360%	+$1.16M	0.13%	149
2018 Q2	$330K	Hold	13,000	–	–	0.03%	239
2018 Q1	$300K	Buy	+13,000	New	+$305K	0.03%	244

Montag & Associates's LION Position: Q3 2019 in Review

Montag & Associates sold out of Fidelity Southern Corporation (LION) in Q3 2019, closing a stake of 59,776 shares — an estimated $1.85M sold.

Montag & Associates first reported a position in LION in Q1 2018 and held it in 6 quarters. The position peaked at $1.85M in Q2 2019. 0 funds tracked by Wall St. Rank hold LION as of Q3 2019.

Montag & Associates reported no remaining Fidelity Southern Corporation position as of Q3 2019 after selling out during the quarter.
Montag & Associates sold 59,776 Fidelity Southern Corporation shares in Q3 2019, an estimated $1.85M.
Montag & Associates first reported a position in Fidelity Southern Corporation in Q1 2018 and held it in 6 quarters.
Montag & Associates's Fidelity Southern Corporation position peaked at $1.85M in Q2 2019.
0 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q3 2019.

Based on Montag & Associates's 13F filing for Q3 2019, filed 4 Nov 2019.