CMBA
SFBS

C.M. Bidwell & Associates’s ServisFirst Bancshares SFBS Stock Holding History

C.M. Bidwell & Associates’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
Q3 		– Sell
-1,900
Closed -$79K – 445
2018
Q2 		$79K Buy
1,900
+10
+0.5% +$428 0.07% 213
2018
Q1 		$77K Buy
+1,890
New +$79.2K 0.07% 217

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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

C.M. Bidwell & Associates's SFBS Position: Q3 2018 in Review

C.M. Bidwell & Associates sold out of ServisFirst Bancshares (SFBS) in Q3 2018, closing a stake of 1,900 shares — an estimated $79K sold.

C.M. Bidwell & Associates first reported a position in SFBS in Q1 2018 and held it in 2 quarters. The position peaked at $79K in Q2 2018. 153 funds tracked by Wall St. Rank hold SFBS as of Q3 2018.

  • C.M. Bidwell & Associates reported no remaining ServisFirst Bancshares position as of Q3 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,900 ServisFirst Bancshares shares in Q3 2018, an estimated $79K.
  • C.M. Bidwell & Associates first reported a position in ServisFirst Bancshares in Q1 2018 and held it in 2 quarters.
  • C.M. Bidwell & Associates's ServisFirst Bancshares position peaked at $79K in Q2 2018.
  • 153 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.