Schroder Investment Management Group’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-10,949
| Closed | -$341K | – | 1291 |
|
2017
Q4 | $341K | Buy |
10,949
+4,524
| +70% | +$141K | ﹤0.01% | 1149 |
|
2017
Q3 | $183K | Sell |
6,425
-3,060
| -32% | -$87.2K | ﹤0.01% | 1207 |
|
2017
Q2 | $283K | Sell |
9,485
-2,091
| -18% | -$62.4K | ﹤0.01% | 1125 |
|
2017
Q1 | $380K | Buy |
11,576
+8,719
| +305% | +$286K | ﹤0.01% | 1051 |
|
2016
Q4 | $98K | Buy |
+2,857
| New | +$98K | ﹤0.01% | 1063 |
|
2014
Q4 | – | Sell |
-400
| Closed | -$8.99K | – | 1388 |
|
2014
Q3 | $8.99K | Sell |
400
-6,400
| -94% | -$144K | ﹤0.01% | 1394 |
|
2014
Q2 | $159K | Buy |
6,800
+6,400
| +1,600% | +$150K | ﹤0.01% | 1157 |
|
2014
Q1 | $9.21K | Buy |
+400
| New | +$9.21K | ﹤0.01% | 1392 |
|
2013
Q4 | – | Sell |
-200
| Closed | -$4.09K | – | 1504 |
|
2013
Q3 | $4.09K | Sell |
200
-27,001
| -99% | -$552K | ﹤0.01% | 1482 |
|
2013
Q2 | $501K | Buy |
+27,201
| New | +$501K | ﹤0.01% | 1114 |
|