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Wealthspire Advisors (Maryland)’s First Internet Bancorp INBK Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio INBK Stock Details INBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-20
Closed -$1K – 2440
2018
Q2 		$1K Hold
20
– – ﹤0.01% 2315
2018
Q1 		$1K Hold
20
– – ﹤0.01% 2343
2017
Q4 		$1K Buy
+20
New +$747 ﹤0.01% 2291

Other funds holding INBK

SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s INBK Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of First Internet Bancorp (INBK) in Q3 2018, closing a stake of 20 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in INBK in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 97 funds tracked by Wall St. Rank hold INBK as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining First Internet Bancorp position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20 First Internet Bancorp shares in Q3 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in First Internet Bancorp in Q4 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s First Internet Bancorp position peaked at $1K in Q2 2018.
  • 97 funds tracked by Wall St. Rank held First Internet Bancorp as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.