Schroder Investment Management Group
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Schroder Investment Management Group’s Financial Institutions FISI Stock Holding History

Schroder Investment Management Group’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
2018
Q1 		– Sell
-10,949
Closed -$341K – 1291
2017
Q4 		$341K Buy
10,949
+4,524
+70% +$142K ﹤0.01% 1149
2017
Q3 		$183K Sell
6,425
-3,060
-32% -$86.4K ﹤0.01% 1207
2017
Q2 		$283K Sell
9,485
-2,091
-18% -$66.2K ﹤0.01% 1125
2017
Q1 		$380K Buy
11,576
+8,719
+305% +$291K ﹤0.01% 1051
2016
Q4 		$98K Buy
+2,857
New +$85K ﹤0.01% 1063
2014
Q4 		– Sell
-400
Closed -$8.99K – 1387
2014
Q3 		$8.99K Sell
400
-6,400
-94% -$147K ﹤0.01% 1394
2014
Q2 		$159K Buy
6,800
+6,400
+1,600% +$150K ﹤0.01% 1157
2014
Q1 		$9.21K Buy
+400
New +$8.9K ﹤0.01% 1392
2013
Q4 		– Sell
-200
Closed -$4.09K – 1504
2013
Q3 		$4.09K Sell
200
-27,001
-99% -$550K ﹤0.01% 1482
2013
Q2 		$501K Buy
+27,201
New +$527K ﹤0.01% 1114

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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Schroder Investment Management Group's FISI Position: Q1 2018 in Review

Schroder Investment Management Group sold out of Financial Institutions (FISI) in Q1 2018, closing a stake of 10,949 shares — an estimated $341K sold.

Schroder Investment Management Group first reported a position in FISI in Q2 2013 and held it in 10 quarters. The position peaked at $501K in Q2 2013. 114 funds tracked by Wall St. Rank hold FISI as of Q1 2018.

  • Schroder Investment Management Group reported no remaining Financial Institutions position as of Q1 2018 after selling out during the quarter.
  • Schroder Investment Management Group sold 10,949 Financial Institutions shares in Q1 2018, an estimated $341K.
  • Schroder Investment Management Group first reported a position in Financial Institutions in Q2 2013 and held it in 10 quarters.
  • Schroder Investment Management Group's Financial Institutions position peaked at $501K in Q2 2013.
  • 114 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2018.

Based on Schroder Investment Management Group's 13F filing for Q1 2018, filed 11 May 2018.