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Nationwide Fund Advisors’s Financial Institutions FISI Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-134,708
Closed -$3.88M – 737
2017
Q3 		$3.88M Buy
134,708
+400
+0.3% +$11.3K 0.02% 1127
2017
Q2 		$4M Buy
134,308
+12,500
+10% +$396K 0.02% 1123
2017
Q1 		$4.01M Buy
121,808
+32,582
+37% +$1.09M 0.02% 1092
2016
Q4 		$3.05M Buy
89,226
+3,954
+5% +$118K 0.01% 1223
2016
Q3 		$2.31M Buy
85,272
+18,700
+28% +$500K 0.01% 1317
2016
Q2 		$1.74M Buy
66,572
+42,600
+178% +$1.17M 0.01% 1434
2016
Q1 		$697K Sell
23,972
-43,129
-64% -$1.18M ﹤0.01% 1907
2015
Q4 		$1.88M Buy
67,101
+11,900
+22% +$317K 0.01% 1389
2015
Q3 		$1.37M Buy
55,201
+30,800
+126% +$755K 0.01% 1561
2015
Q2 		$606K Sell
24,401
-26,851
-52% -$638K ﹤0.01% 2140
2015
Q1 		$1.18M Buy
51,252
+23,555
+85% +$545K ﹤0.01% 1808
2014
Q4 		$697K Sell
27,697
-1,059
-4% -$25.8K ﹤0.01% 1999
2014
Q3 		$646K Sell
28,756
-70,219
-71% -$1.62M ﹤0.01% 2059
2014
Q2 		$2.32M Sell
98,975
-3,013
-3% -$70.5K 0.01% 1398
2014
Q1 		$2.35M Sell
101,988
-6,907
-6% -$154K 0.01% 1263
2013
Q4 		$2.69M Buy
108,895
+218
+0.2% +$5.08K 0.01% 1297
2013
Q3 		$2.22M Sell
108,677
-4,423
-4% -$90.1K 0.01% 1359
2013
Q2 		$2.08M Buy
+113,100
New +$2.19M 0.01% 1274

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nationwide Fund Advisors's FISI Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Financial Institutions (FISI) in Q4 2017, closing a stake of 134,708 shares — an estimated $3.88M sold.

Nationwide Fund Advisors first reported a position in FISI in Q2 2013 and held it in 18 quarters. The position peaked at $4.01M in Q1 2017. 121 funds tracked by Wall St. Rank hold FISI as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Financial Institutions position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 134,708 Financial Institutions shares in Q4 2017, an estimated $3.88M.
  • Nationwide Fund Advisors first reported a position in Financial Institutions in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Financial Institutions position peaked at $4.01M in Q1 2017.
  • 121 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.