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Analytic Investors’s First Business Financial Services FBIZ Stock Holding History

Analytic 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
Q3 		$551K Hold
23,458
– – 0.01% 466
2016
Q2 		$551K Hold
23,458
– – 0.01% 462
2016
Q1 		$538K Buy
+23,458
New +$523K 0.01% 478

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
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 $1.12B AUM 22.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Analytic Investors's FBIZ Position: Q3 2016 in Review

Analytic Investors held its First Business Financial Services (FBIZ) position steady in Q3 2016 at 23,458 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #466.

Analytic Investors first reported a position in FBIZ in Q1 2016 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold FBIZ as of Q3 2016.

  • Analytic Investors held 23,458 shares of First Business Financial Services worth $551K as of Q3 2016.
  • Analytic Investors left its First Business Financial Services share count unchanged in Q3 2016.
  • First Business Financial Services made up 0.01% of Analytic Investors's portfolio in Q3 2016, its #466 holding.
  • Analytic Investors first reported a position in First Business Financial Services in Q1 2016 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.