SS
LION

Simplicity Solutions’s Fidelity Southern Corporation LION Stock Holding History

Simplicity Solutions’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
2016
Q1 		– Sell
-38,667
Closed -$863K – 583
2015
Q4 		$863K Buy
+38,667
New +$835K 0.1% 290

Other funds holding LION

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Simplicity Solutions's LION Position: Q1 2016 in Review

Simplicity Solutions sold out of Fidelity Southern Corporation (LION) in Q1 2016, closing a stake of 38,667 shares — an estimated $863K sold.

Simplicity Solutions first reported a position in LION in Q4 2015 and held it in 1 quarter. The position peaked at $863K in Q4 2015. 102 funds tracked by Wall St. Rank hold LION as of Q1 2016.

  • Simplicity Solutions reported no remaining Fidelity Southern Corporation position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 38,667 Fidelity Southern Corporation shares in Q1 2016, an estimated $863K.
  • Simplicity Solutions first reported a position in Fidelity Southern Corporation in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's Fidelity Southern Corporation position peaked at $863K in Q4 2015.
  • 102 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.