United Services Automobile Association’s Financial Institutions FISI Stock Holding History

United Services Automobile Association’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
2019 Q3	–	Sell	-35,741	Closed	-$1.04M	–	883
2019 Q2	$1.04M	Buy	35,741 +1,400	+4%	+$39K	﹤0.01%	1306
2019 Q1	$933K	Sell	34,341 -24,300	-41%	-$684K	﹤0.01%	1343
2018 Q4	$1.51M	Buy	58,641 +3,900	+7%	+$111K	﹤0.01%	1123
2018 Q3	$1.72M	Buy	54,741 +1,300	+2%	+$42K	﹤0.01%	1176
2018 Q2	$1.76M	Buy	53,441 +20,700	+63%	+$664K	﹤0.01%	1178
2018 Q1	$969K	Buy	32,741 +6,041	+23%	+$190K	﹤0.01%	1402
2017 Q4	$830K	Buy	26,700 +2,800	+12%	+$88K	﹤0.01%	1266
2017 Q3	$688K	Buy	23,900 +1,300	+6%	+$36.7K	﹤0.01%	1279
2017 Q2	$673K	Buy	+22,600	New	+$716K	﹤0.01%	1249

Other funds holding FISI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Services Automobile Association's FISI Position: Q3 2019 in Review

United Services Automobile Association sold out of Financial Institutions (FISI) in Q3 2019, closing a stake of 35,741 shares — an estimated $1.04M sold.

United Services Automobile Association first reported a position in FISI in Q2 2017 and held it in 9 quarters. The position peaked at $1.76M in Q2 2018. 128 funds tracked by Wall St. Rank hold FISI as of Q3 2019.

United Services Automobile Association reported no remaining Financial Institutions position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 35,741 Financial Institutions shares in Q3 2019, an estimated $1.04M.
United Services Automobile Association first reported a position in Financial Institutions in Q2 2017 and held it in 9 quarters.
United Services Automobile Association's Financial Institutions position peaked at $1.76M in Q2 2018.
128 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.