MFS
LION

MSI Financial Services’s Fidelity Southern Corporation LION Stock Holding History

MSI Financial Services’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
2016
Q4 		– Sell
-161
Closed -$3K – 4115
2016
Q3 		$3K Hold
161
– – ﹤0.01% 3409
2016
Q2 		$3K Sell
161
-66
-29% -$1.06K ﹤0.01% 3424
2016
Q1 		$4K Hold
227
– – ﹤0.01% 3313
2015
Q4 		$5K Hold
227
– – ﹤0.01% 3122
2015
Q3 		$5K Buy
+227
New +$4.38K ﹤0.01% 2447

Other funds holding LION

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

MSI Financial Services's LION Position: Q4 2016 in Review

MSI Financial Services sold out of Fidelity Southern Corporation (LION) in Q4 2016, closing a stake of 161 shares — an estimated $3K sold.

MSI Financial Services first reported a position in LION in Q3 2015 and held it in 5 quarters. The position peaked at $5K in Q4 2015. 115 funds tracked by Wall St. Rank hold LION as of Q4 2016.

  • MSI Financial Services reported no remaining Fidelity Southern Corporation position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 161 Fidelity Southern Corporation shares in Q4 2016, an estimated $3K.
  • MSI Financial Services first reported a position in Fidelity Southern Corporation in Q3 2015 and held it in 5 quarters.
  • MSI Financial Services's Fidelity Southern Corporation position peaked at $5K in Q4 2015.
  • 115 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.