Alpine Woods Capital Investors’s First Business Financial Services FBIZ Stock Holding History

Alpine Woods Capital Investors’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
2016 Q2	–	Sell	-12,096	Closed	-$277K	–	432
2016 Q1	$277K	Sell	12,096 -1,898	-14%	-$42.3K	0.02%	363
2015 Q4	$350K	Sell	13,994 -1,000	-7%	-$24.9K	0.02%	355
2015 Q3	$353K	Hold	14,994	–	–	0.02%	369
2015 Q2	$352K	Hold	14,994	–	–	0.02%	364
2015 Q1	$324K	Sell	14,994 -2,000	-12%	-$45.4K	0.02%	373
2014 Q4	$407K	Hold	16,994	–	–	0.02%	344
2014 Q3	$373K	Sell	16,994 -15,902	-48%	-$358K	0.02%	364
2014 Q2	$774	Hold	32,896	–	–	0.02%	258
2014 Q1	$776K	Hold	32,896	–	–	0.04%	238
2013 Q4	$618K	Sell	32,896 -12,200	-27%	-$217K	0.04%	260
2013 Q3	$736K	Hold	45,096	–	–	0.05%	227
2013 Q2	$676K	Buy	+45,096	New	+$635K	0.04%	223

Other funds holding FBIZ

BFC

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

FBFS

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

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

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

Alpine Woods Capital Investors's FBIZ Position: Q2 2016 in Review

Alpine Woods Capital Investors sold out of First Business Financial Services (FBIZ) in Q2 2016, closing a stake of 12,096 shares — an estimated $277K sold.

Alpine Woods Capital Investors first reported a position in FBIZ in Q2 2013 and held it in 12 quarters. The position peaked at $776K in Q1 2014. 77 funds tracked by Wall St. Rank hold FBIZ as of Q2 2016.

Alpine Woods Capital Investors reported no remaining First Business Financial Services position as of Q2 2016 after selling out during the quarter.
Alpine Woods Capital Investors sold 12,096 First Business Financial Services shares in Q2 2016, an estimated $277K.
Alpine Woods Capital Investors first reported a position in First Business Financial Services in Q2 2013 and held it in 12 quarters.
Alpine Woods Capital Investors's First Business Financial Services position peaked at $776K in Q1 2014.
77 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2016.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2016, filed 10 Aug 2016.