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FIBK icon

UBS’s First Interstate BancSystem FIBK Stock Holding History

UBS’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
2014
Q3 		$3.93M Buy
147,982
+10,511
+8% +$282K ﹤0.01% 2267
2014
Q2 		$3.74M Buy
137,471
+3,581
+3% +$93.8K ﹤0.01% 2231
2014
Q1 		$3.78M Buy
133,890
+32,916
+33% +$872K ﹤0.01% 2136
2013
Q4 		$2.86M Sell
100,974
-652
-0.6% -$16.9K ﹤0.01% 2450
2013
Q3 		$2.46M Buy
101,626
+32,768
+48% +$768K ﹤0.01% 2385
2013
Q2 		$1.43M Buy
+68,858
New +$1.36M ﹤0.01% 2912

Other funds holding FIBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS's FIBK Position: Q3 2014 in Review

UBS increased its First Interstate BancSystem (FIBK) stake by 7.6% in Q3 2014, buying an estimated $282K and bringing the position to 147,982 shares worth $3.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

UBS first reported a position in FIBK in Q2 2013 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold FIBK as of Q3 2014.

  • UBS held 147,982 shares of First Interstate BancSystem worth $3.93M as of Q3 2014.
  • UBS bought 10,511 First Interstate BancSystem shares in Q3 2014, an estimated $282K.
  • First Interstate BancSystem made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2267 holding.
  • UBS first reported a position in First Interstate BancSystem in Q2 2013 and has held it in 6 quarters since.
  • 117 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.