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Spark Investment Management’s Financial Institutions FISI Stock Holding History

Spark Investment Management’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
2017
Q4 		– Sell
-8,500
Closed -$244K – 733
2017
Q3 		$244K Sell
8,500
-6,500
-43% -$184K 0.01% 583
2017
Q2 		$447K Hold
15,000
– – 0.03% 519
2017
Q1 		$494K Buy
15,000
+5,900
+65% +$197K 0.03% 536
2016
Q4 		$311K Hold
9,100
– – 0.03% 566
2016
Q3 		$246K Hold
9,100
– – 0.02% 626
2016
Q2 		$237K Buy
+9,100
New +$251K 0.02% 594

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spark Investment Management's FISI Position: Q4 2017 in Review

Spark Investment Management sold out of Financial Institutions (FISI) in Q4 2017, closing a stake of 8,500 shares — an estimated $244K sold.

Spark Investment Management first reported a position in FISI in Q2 2016 and held it in 6 quarters. The position peaked at $494K in Q1 2017. 121 funds tracked by Wall St. Rank hold FISI as of Q4 2017.

  • Spark Investment Management reported no remaining Financial Institutions position as of Q4 2017 after selling out during the quarter.
  • Spark Investment Management sold 8,500 Financial Institutions shares in Q4 2017, an estimated $244K.
  • Spark Investment Management first reported a position in Financial Institutions in Q2 2016 and held it in 6 quarters.
  • Spark Investment Management's Financial Institutions position peaked at $494K in Q1 2017.
  • 121 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2017.

Based on Spark Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.