AG
SFBS

Aperio Group’s ServisFirst Bancshares SFBS Stock Holding History

Aperio Group’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,798
Closed -$130K – 2676
2019
Q2 		$130K Buy
+3,798
New +$127K ﹤0.01% 2311
2018
Q4 		– Sell
-6,506
Closed -$255K – 2328
2018
Q3 		$255K Buy
6,506
+348
+6% +$14.7K ﹤0.01% 2090
2018
Q2 		$257K Sell
6,158
-1,025
-14% -$43.9K ﹤0.01% 2067
2018
Q1 		$293K Buy
7,183
+1,197
+20% +$50.2K ﹤0.01% 1967
2017
Q4 		$248K Buy
+5,986
New +$243K ﹤0.01% 2052

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aperio Group's SFBS Position: Q3 2019 in Review

Aperio Group sold out of ServisFirst Bancshares (SFBS) in Q3 2019, closing a stake of 3,798 shares — an estimated $130K sold.

Aperio Group first reported a position in SFBS in Q4 2017 and held it in 5 quarters. The position peaked at $293K in Q1 2018. 144 funds tracked by Wall St. Rank hold SFBS as of Q3 2019.

  • Aperio Group reported no remaining ServisFirst Bancshares position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 3,798 ServisFirst Bancshares shares in Q3 2019, an estimated $130K.
  • Aperio Group first reported a position in ServisFirst Bancshares in Q4 2017 and held it in 5 quarters.
  • Aperio Group's ServisFirst Bancshares position peaked at $293K in Q1 2018.
  • 144 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.