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 $605M AUM 26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FBFS

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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.