AIM
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Arcadia Investment Management’s First Business Financial Services FBIZ Stock Holding History

Arcadia Investment Management’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
2017
Q2 		– Sell
-1,900
Closed -$49K – 385
2017
Q1 		$49K Buy
+1,900
New +$47.2K 0.02% 214
2016
Q3 		– Sell
-1,140
Closed -$27K – 371
2016
Q2 		$27K Buy
+1,140
New +$27.6K 0.01% 282

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arcadia Investment Management's FBIZ Position: Q2 2017 in Review

Arcadia Investment Management sold out of First Business Financial Services (FBIZ) in Q2 2017, closing a stake of 1,900 shares — an estimated $49K sold.

Arcadia Investment Management first reported a position in FBIZ in Q2 2016 and held it in 2 quarters. The position peaked at $49K in Q1 2017. 61 funds tracked by Wall St. Rank hold FBIZ as of Q2 2017.

  • Arcadia Investment Management reported no remaining First Business Financial Services position as of Q2 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 1,900 First Business Financial Services shares in Q2 2017, an estimated $49K.
  • Arcadia Investment Management first reported a position in First Business Financial Services in Q2 2016 and held it in 2 quarters.
  • Arcadia Investment Management's First Business Financial Services position peaked at $49K in Q1 2017.
  • 61 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2017.

Based on Arcadia Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.