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Summit Trail Advisors’s First Interstate BancSystem FIBK Stock Holding History

Summit Trail Advisors’s Portfolio FIBK Stock Details FIBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-88
Closed -$4K – 856
2017
Q4 		$4K Buy
+88
New +$3.42K ﹤0.01% 1466

Other funds holding FIBK

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Summit Trail Advisors's FIBK Position: Q1 2018 in Review

Summit Trail Advisors sold out of First Interstate BancSystem (FIBK) in Q1 2018, closing a stake of 88 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in FIBK in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 165 funds tracked by Wall St. Rank hold FIBK as of Q1 2018.

  • Summit Trail Advisors reported no remaining First Interstate BancSystem position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 88 First Interstate BancSystem shares in Q1 2018, an estimated $4K.
  • Summit Trail Advisors first reported a position in First Interstate BancSystem in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's First Interstate BancSystem position peaked at $4K in Q4 2017.
  • 165 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.