NCCM
FISI icon

Nine Chapters Capital Management’s Financial Institutions FISI Stock Holding History

Nine Chapters Capital Management’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
Q2 		– Sell
-16,100
Closed -$530K – 94
2017
Q1 		$530K Buy
16,100
+9,000
+127% +$300K 0.71% 33
2016
Q4 		$243K Buy
+7,100
New +$211K 0.41% 89

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nine Chapters Capital Management's FISI Position: Q2 2017 in Review

Nine Chapters Capital Management sold out of Financial Institutions (FISI) in Q2 2017, closing a stake of 16,100 shares — an estimated $530K sold.

Nine Chapters Capital Management first reported a position in FISI in Q4 2016 and held it in 2 quarters. The position peaked at $530K in Q1 2017. 112 funds tracked by Wall St. Rank hold FISI as of Q2 2017.

  • Nine Chapters Capital Management reported no remaining Financial Institutions position as of Q2 2017 after selling out during the quarter.
  • Nine Chapters Capital Management sold 16,100 Financial Institutions shares in Q2 2017, an estimated $530K.
  • Nine Chapters Capital Management first reported a position in Financial Institutions in Q4 2016 and held it in 2 quarters.
  • Nine Chapters Capital Management's Financial Institutions position peaked at $530K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2017.

Based on Nine Chapters Capital Management's 13F filing for Q2 2017, filed 31 Jul 2017.