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USA Financial Formulas’s First Interstate BancSystem FIBK Stock Holding History

USA Financial Formulas’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
2017
Q2 		– Sell
-8,087
Closed -$321K – 254
2017
Q1 		$321K Buy
8,087
+116
+1% +$4.83K 0.08% 185
2016
Q4 		$339K Buy
+7,971
New +$289K 0.08% 185

Other funds holding FIBK

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

USA Financial Formulas's FIBK Position: Q2 2017 in Review

USA Financial Formulas sold out of First Interstate BancSystem (FIBK) in Q2 2017, closing a stake of 8,087 shares — an estimated $321K sold.

USA Financial Formulas first reported a position in FIBK in Q4 2016 and held it in 2 quarters. The position peaked at $339K in Q4 2016. 161 funds tracked by Wall St. Rank hold FIBK as of Q2 2017.

  • USA Financial Formulas reported no remaining First Interstate BancSystem position as of Q2 2017 after selling out during the quarter.
  • USA Financial Formulas sold 8,087 First Interstate BancSystem shares in Q2 2017, an estimated $321K.
  • USA Financial Formulas first reported a position in First Interstate BancSystem in Q4 2016 and held it in 2 quarters.
  • USA Financial Formulas's First Interstate BancSystem position peaked at $339K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q2 2017.

Based on USA Financial Formulas's 13F filing for Q2 2017, filed 23 Aug 2017.