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Valeo Financial Advisors’s First Interstate BancSystem FIBK Stock Holding History

Valeo Financial 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
Q4 		– Sell
-31
Closed -$1K – 1572
2018
Q3 		$1K Buy
+31
New +$1.38K ﹤0.01% 1616

Other funds holding FIBK

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Valeo Financial Advisors's FIBK Position: Q4 2018 in Review

Valeo Financial Advisors sold out of First Interstate BancSystem (FIBK) in Q4 2018, closing a stake of 31 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in FIBK in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 167 funds tracked by Wall St. Rank hold FIBK as of Q4 2018.

  • Valeo Financial Advisors reported no remaining First Interstate BancSystem position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 31 First Interstate BancSystem shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in First Interstate BancSystem in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's First Interstate BancSystem position peaked at $1K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.