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UCFA
United Capital Financial Advisors’s
First Interstate BancSystem
FIBK
Stock Holding History
United Capital Financial Advisors’s Portfolio
FIBK Stock Details
FIBK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-5,767
Closed
-$235K
–
1181
2021
Q4
$235K
Hold
5,767
–
–
﹤0.01%
1100
2021
Q3
$232K
Sell
5,767
-5,577
-49%
-$236K
﹤0.01%
1092
2021
Q2
$475K
Buy
11,344
+1,968
+21%
+$90.8K
﹤0.01%
871
2021
Q1
$432K
Sell
9,376
-914
-9%
-$40.7K
﹤0.01%
886
2020
Q4
$420K
Sell
10,290
-11,677
-53%
-$443K
﹤0.01%
896
2020
Q3
$700K
Sell
21,967
-10,998
-33%
-$341K
﹤0.01%
750
2020
Q2
$1.02M
Sell
32,965
-58
-0.2%
-$1.77K
0.01%
662
2020
Q1
$952K
Buy
33,023
+58
+0.2%
+$2.08K
0.01%
645
2019
Q4
$1.38M
Sell
32,965
-309
-0.9%
-$13K
0.01%
684
2019
Q3
$1.34M
Buy
33,274
+141
+0.4%
+$5.54K
0.01%
667
2019
Q2
$1.31M
Buy
+33,133
New
+$1.32M
0.01%
727
2016
Q2
–
Sell
-42,423
Closed
-$1.19M
–
1261
2016
Q1
$1.19M
Sell
42,423
-4,190
-9%
-$114K
0.01%
660
2015
Q4
$1.35M
Sell
46,613
-2,467
-5%
-$71.3K
0.02%
621
2015
Q3
$1.37M
Sell
49,080
-1,253
-2%
-$34.3K
0.02%
613
2015
Q2
$1.4M
Buy
50,333
+2,514
+5%
+$69.7K
0.02%
662
2015
Q1
$1.29M
Buy
47,819
+9,538
+25%
+$249K
0.02%
671
2014
Q4
$1.06M
Buy
38,281
+10,597
+38%
+$295K
0.02%
634
2014
Q3
$736K
Buy
27,684
+5,608
+25%
+$150K
0.01%
690
2014
Q2
$600K
Buy
+22,076
New
+$578K
0.01%
655
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1-Year Est. Return
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1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$618B AUM
30.34%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Aberdeen Group
Edinburgh, United Kingdom
$61.9B AUM
29.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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