SIC
LION

Salem Investment Counselors’s Fidelity Southern Corporation LION Stock Holding History

Salem Investment Counselors’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-27,345
Closed -$678K – 722
2019
Q1 		$678K Buy
+27,345
New +$815K 0.07% 140
2018
Q4 		– Sell
-27,345
Closed -$678K – 427
2018
Q3 		$678K Buy
27,345
+4,000
+17% +$99.1K 0.07% 140
2018
Q2 		$593K Buy
+23,345
New +$563K 0.05% 147

Other funds holding LION

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Salem Investment Counselors's LION Position: Q2 2019 in Review

Salem Investment Counselors sold out of Fidelity Southern Corporation (LION) in Q2 2019, closing a stake of 27,345 shares — an estimated $678K sold.

Salem Investment Counselors first reported a position in LION in Q2 2018 and held it in 3 quarters. The position peaked at $678K in Q1 2019. 126 funds tracked by Wall St. Rank hold LION as of Q2 2019.

  • Salem Investment Counselors reported no remaining Fidelity Southern Corporation position as of Q2 2019 after selling out during the quarter.
  • Salem Investment Counselors sold 27,345 Fidelity Southern Corporation shares in Q2 2019, an estimated $678K.
  • Salem Investment Counselors first reported a position in Fidelity Southern Corporation in Q2 2018 and held it in 3 quarters.
  • Salem Investment Counselors's Fidelity Southern Corporation position peaked at $678K in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q2 2019.

Based on Salem Investment Counselors's 13F filing for Q2 2019, filed 14 Aug 2019.