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Next Financial Group’s First Interstate BancSystem FIBK Stock Holding History

Next Financial Group’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
2017
Q3 		– Sell
-29
Closed -$1K – 1813
2017
Q2 		$1K Buy
+29
New +$1.09K ﹤0.01% 1830

Other funds holding FIBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Next Financial Group's FIBK Position: Q3 2017 in Review

Next Financial Group sold out of First Interstate BancSystem (FIBK) in Q3 2017, closing a stake of 29 shares — an estimated $1K sold.

Next Financial Group first reported a position in FIBK in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 157 funds tracked by Wall St. Rank hold FIBK as of Q3 2017.

  • Next Financial Group reported no remaining First Interstate BancSystem position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 29 First Interstate BancSystem shares in Q3 2017, an estimated $1K.
  • Next Financial Group first reported a position in First Interstate BancSystem in Q2 2017 and held it in 1 quarter.
  • Next Financial Group's First Interstate BancSystem position peaked at $1K in Q2 2017.
  • 157 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.