QT
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Quantamental Technologies’s Financial Institutions FISI Stock Holding History

Quantamental Technologies’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
2019
Q4 		– Sell
-501
Closed -$15K – 733
2019
Q3 		$15K Buy
501
+99
+25% +$2.9K ﹤0.01% 1257
2019
Q2 		$12K Sell
402
-195
-33% -$5.43K ﹤0.01% 1222
2019
Q1 		$16K Sell
597
-3
-0.5% -$84 0.01% 1147
2018
Q4 		$15K Buy
+600
New +$17K 0.01% 1071

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Quantamental Technologies's FISI Position: Q4 2019 in Review

Quantamental Technologies sold out of Financial Institutions (FISI) in Q4 2019, closing a stake of 501 shares — an estimated $15K sold.

Quantamental Technologies first reported a position in FISI in Q4 2018 and held it in 4 quarters. The position peaked at $16K in Q1 2019. 129 funds tracked by Wall St. Rank hold FISI as of Q4 2019.

  • Quantamental Technologies reported no remaining Financial Institutions position as of Q4 2019 after selling out during the quarter.
  • Quantamental Technologies sold 501 Financial Institutions shares in Q4 2019, an estimated $15K.
  • Quantamental Technologies first reported a position in Financial Institutions in Q4 2018 and held it in 4 quarters.
  • Quantamental Technologies's Financial Institutions position peaked at $16K in Q1 2019.
  • 129 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2019.

Based on Quantamental Technologies's 13F filing for Q4 2019, filed 14 Feb 2020.