RCYC
FIBK icon

Richard C. Young & Co’s First Interstate BancSystem FIBK Stock Holding History

Richard C. Young & Co’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
-39,032
Closed -$1.45M – 68
2017
Q2 		$1.45M Sell
39,032
-105,097
-73% -$3.95M 0.28% 56
2017
Q1 		$5.71M Sell
144,129
-62,831
-30% -$2.62M 1.13% 38
2016
Q4 		$8.81M Buy
206,960
+4,000
+2% +$145K 1.85% 26
2016
Q3 		$6.39M Buy
202,960
+2,145
+1% +$64K 1.38% 34
2016
Q2 		$5.64M Sell
200,815
-1,231
-0.6% -$34.4K 1.25% 36
2016
Q1 		$5.68M Buy
202,046
+2,503
+1% +$67.8K 1.28% 34
2015
Q4 		$5.8M Buy
199,543
+872
+0.4% +$25.2K 1.32% 37
2015
Q3 		$5.53M Buy
198,671
+1,016
+0.5% +$27.8K 1.37% 35
2015
Q2 		$5.48M Buy
197,655
+6,148
+3% +$170K 1.24% 35
2015
Q1 		$5.33M Buy
191,507
+5,351
+3% +$140K 1.16% 38
2014
Q4 		$5.18M Buy
186,156
+6,795
+4% +$189K 1.09% 39
2014
Q3 		$4.77M Buy
179,361
+83,993
+88% +$2.25M 1.02% 40
2014
Q2 		$2.59M Buy
+95,368
New +$2.5M 0.53% 55

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

Richard C. Young & Co's FIBK Position: Q3 2017 in Review

Richard C. Young & Co sold out of First Interstate BancSystem (FIBK) in Q3 2017, closing a stake of 39,032 shares — an estimated $1.45M sold.

Richard C. Young & Co first reported a position in FIBK in Q2 2014 and held it in 13 quarters. The position peaked at $8.81M in Q4 2016. 157 funds tracked by Wall St. Rank hold FIBK as of Q3 2017.

  • Richard C. Young & Co reported no remaining First Interstate BancSystem position as of Q3 2017 after selling out during the quarter.
  • Richard C. Young & Co sold 39,032 First Interstate BancSystem shares in Q3 2017, an estimated $1.45M.
  • Richard C. Young & Co first reported a position in First Interstate BancSystem in Q2 2014 and held it in 13 quarters.
  • Richard C. Young & Co's First Interstate BancSystem position peaked at $8.81M in Q4 2016.
  • 157 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2017.

Based on Richard C. Young & Co's 13F filing for Q3 2017, filed 9 Nov 2017.