AIM
SFBS

Assured Investment Management’s ServisFirst Bancshares SFBS Stock Holding History

Assured Investment Management’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
2018
Q4 		– Sell
-3,095
Closed -$121K – 1301
2018
Q3 		$121K Sell
3,095
-38
-1% -$1.61K ﹤0.01% 1018
2018
Q2 		$131K Sell
3,133
-5,023
-62% -$215K ﹤0.01% 1056
2018
Q1 		$333K Buy
+8,156
New +$342K 0.01% 883

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Assured Investment Management's SFBS Position: Q4 2018 in Review

Assured Investment Management sold out of ServisFirst Bancshares (SFBS) in Q4 2018, closing a stake of 3,095 shares — an estimated $121K sold.

Assured Investment Management first reported a position in SFBS in Q1 2018 and held it in 3 quarters. The position peaked at $333K in Q1 2018. 151 funds tracked by Wall St. Rank hold SFBS as of Q4 2018.

  • Assured Investment Management reported no remaining ServisFirst Bancshares position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 3,095 ServisFirst Bancshares shares in Q4 2018, an estimated $121K.
  • Assured Investment Management first reported a position in ServisFirst Bancshares in Q1 2018 and held it in 3 quarters.
  • Assured Investment Management's ServisFirst Bancshares position peaked at $333K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.