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FBIZ icon

Baird’s First Business Financial Services FBIZ Stock Holding History

Baird’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
2015
Q1 		$213K Hold
9,856
– – ﹤0.01% 1204
2014
Q4 		$236K Hold
9,856
– – ﹤0.01% 1162
2014
Q3 		$216K Hold
9,856
– – ﹤0.01% 1037
2014
Q2 		$232K Hold
9,856
– – ﹤0.01% 1050
2014
Q1 		$233K Buy
+9,856
New +$208K ﹤0.01% 1039

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baird's FBIZ Position: Q1 2015 in Review

Baird held its First Business Financial Services (FBIZ) position steady in Q1 2015 at 9,856 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Baird first reported a position in FBIZ in Q1 2014 and has held it in 5 quarters since. The position peaked at $236K in Q4 2014. 67 funds tracked by Wall St. Rank hold FBIZ as of Q1 2015.

  • Baird held 9,856 shares of First Business Financial Services worth $213K as of Q1 2015.
  • Baird left its First Business Financial Services share count unchanged in Q1 2015.
  • First Business Financial Services made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1204 holding.
  • Baird first reported a position in First Business Financial Services in Q1 2014 and has held it in 5 quarters since.
  • Baird's First Business Financial Services position peaked at $236K in Q4 2014.
  • 67 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.