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WFG Advisors’s First Interstate BancSystem FIBK Stock Holding History

WFG 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
2015
Q1 		– Sell
-4
Closed – – 1873
2014
Q4 		$0 Buy
+4
New +$111 ﹤0.01% 2123
2014
Q1 		– Sell
-34
Closed -$1K – 2058
2013
Q4 		$1K Buy
34
+23
+209% +$596 ﹤0.01% 2077
2013
Q3 		$0 Buy
+11
New +$258 ﹤0.01% 2172

Other funds holding FIBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WFG Advisors's FIBK Position: Q1 2015 in Review

WFG Advisors sold out of First Interstate BancSystem (FIBK) in Q1 2015, closing a stake of 4 shares.

WFG Advisors first reported a position in FIBK in Q3 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 125 funds tracked by Wall St. Rank hold FIBK as of Q1 2015.

  • WFG Advisors reported no remaining First Interstate BancSystem position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 4 First Interstate BancSystem shares in Q1 2015.
  • WFG Advisors first reported a position in First Interstate BancSystem in Q3 2013 and held it in 3 quarters.
  • WFG Advisors's First Interstate BancSystem position peaked at $1K in Q4 2013.
  • 125 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.