RWM
FLIC

Ritholtz Wealth Management’s First of Long Island Corp FLIC Stock Holding History

Ritholtz Wealth Management’s Portfolio FLIC Stock Details FLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,905
Closed -$210K – 115
2017
Q3 		$210K Buy
+6,905
New +$192K 0.08% 75
2016
Q4 		$304K Buy
+10,655
New +$263K 0.16% 58

Other funds holding FLIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ritholtz Wealth Management's FLIC Position: Q4 2017 in Review

Ritholtz Wealth Management sold out of First of Long Island Corp (FLIC) in Q4 2017, closing a stake of 6,905 shares — an estimated $210K sold.

Ritholtz Wealth Management first reported a position in FLIC in Q4 2016 and held it in 2 quarters. The position peaked at $304K in Q4 2016. 102 funds tracked by Wall St. Rank hold FLIC as of Q4 2017.

  • Ritholtz Wealth Management reported no remaining First of Long Island Corp position as of Q4 2017 after selling out during the quarter.
  • Ritholtz Wealth Management sold 6,905 First of Long Island Corp shares in Q4 2017, an estimated $210K.
  • Ritholtz Wealth Management first reported a position in First of Long Island Corp in Q4 2016 and held it in 2 quarters.
  • Ritholtz Wealth Management's First of Long Island Corp position peaked at $304K in Q4 2016.
  • 102 funds tracked by Wall St. Rank held First of Long Island Corp as of Q4 2017.

Based on Ritholtz Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.