WI
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WBI Investments’s Financial Institutions FISI Stock Holding History

WBI Investments’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
2018
Q3 		– Sell
-19,773
Closed -$651K – 272
2018
Q2 		$651K Buy
+19,773
New +$634K 0.03% 200
2016
Q4 		– Sell
-10,962
Closed -$297K – 317
2016
Q3 		$297K Buy
+10,962
New +$293K 0.01% 255

Other funds holding FISI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSV Asset Management
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

WBI Investments's FISI Position: Q3 2018 in Review

WBI Investments sold out of Financial Institutions (FISI) in Q3 2018, closing a stake of 19,773 shares — an estimated $651K sold.

WBI Investments first reported a position in FISI in Q3 2016 and held it in 2 quarters. The position peaked at $651K in Q2 2018. 124 funds tracked by Wall St. Rank hold FISI as of Q3 2018.

  • WBI Investments reported no remaining Financial Institutions position as of Q3 2018 after selling out during the quarter.
  • WBI Investments sold 19,773 Financial Institutions shares in Q3 2018, an estimated $651K.
  • WBI Investments first reported a position in Financial Institutions in Q3 2016 and held it in 2 quarters.
  • WBI Investments's Financial Institutions position peaked at $651K in Q2 2018.
  • 124 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2018.

Based on WBI Investments's 13F filing for Q3 2018, filed 31 Oct 2018.