Advisor Group’s First Business Financial Services FBIZ Stock Holding History

Advisor Group’s Portfolio FBIZ Stock Details FBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$19K	Buy	685 +52	+8%	+$1.29K	﹤0.01%	3985
2019 Q3	$15K	Buy	633 +183	+41%	+$4.3K	﹤0.01%	4119
2019 Q2	$11K	Hold	450	–	–	﹤0.01%	4318
2019 Q1	$9K	Hold	450	–	–	﹤0.01%	4420
2018 Q4	$9K	Hold	450	–	–	﹤0.01%	4254
2018 Q3	$10K	Hold	450	–	–	﹤0.01%	4273
2018 Q2	$12K	Hold	450	–	–	﹤0.01%	3991
2018 Q1	$11K	Hold	450	–	–	﹤0.01%	4013
2017 Q4	$10K	Hold	450	–	–	﹤0.01%	4078
2017 Q3	$10K	Buy	+450	New	+$9.83K	﹤0.01%	3958
2016 Q3	–	Sell	-47	Closed	-$1K	–	4514
2016 Q2	$1K	Buy	+47	New	+$1.14K	﹤0.01%	4216

Other funds holding FBIZ

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's FBIZ Position: Q4 2019 in Review

Advisor Group increased its First Business Financial Services (FBIZ) stake by 8.2% in Q4 2019, buying an estimated $1.29K and bringing the position to 685 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3985.

Advisor Group first reported a position in FBIZ in Q2 2016 and has held it in 11 quarters since. 82 funds tracked by Wall St. Rank hold FBIZ as of Q4 2019.

Advisor Group held 685 shares of First Business Financial Services worth $19K as of Q4 2019.
Advisor Group bought 52 First Business Financial Services shares in Q4 2019, an estimated $1.29K.
First Business Financial Services made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3985 holding.
Advisor Group first reported a position in First Business Financial Services in Q2 2016 and has held it in 11 quarters since.
82 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.