Capital Fund Management (CFM)’s ServisFirst Bancshares SFBS Stock Holding History

Capital Fund Management (CFM)’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	-6,000	Closed	-$250K	–	2231
2018 Q2	$250K	Buy	+6,000	New	+$257K	﹤0.01%	1848
2017 Q2	–	Sell	-32,800	Closed	-$1.19M	–	1701
2017 Q1	$1.19M	Buy	+32,800	New	+$1.29M	0.01%	874
2016 Q4	–	Sell	-28,200	Closed	-$732K	–	1835
2016 Q3	$732K	Buy	+28,200	New	+$720K	0.01%	1054
2016 Q2	–	Sell	-11,800	Closed	-$262K	–	1756
2016 Q1	$262K	Buy	+11,800	New	+$230K	﹤0.01%	1361

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s SFBS Position: Q3 2018 in Review

Capital Fund Management (CFM) sold out of ServisFirst Bancshares (SFBS) in Q3 2018, closing a stake of 6,000 shares — an estimated $250K sold.

Capital Fund Management (CFM) first reported a position in SFBS in Q1 2016 and held it in 4 quarters. The position peaked at $1.19M in Q1 2017. 153 funds tracked by Wall St. Rank hold SFBS as of Q3 2018.

Capital Fund Management (CFM) reported no remaining ServisFirst Bancshares position as of Q3 2018 after selling out during the quarter.
Capital Fund Management (CFM) sold 6,000 ServisFirst Bancshares shares in Q3 2018, an estimated $250K.
Capital Fund Management (CFM) first reported a position in ServisFirst Bancshares in Q1 2016 and held it in 4 quarters.
Capital Fund Management (CFM)'s ServisFirst Bancshares position peaked at $1.19M in Q1 2017.
153 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2018.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2018, filed 14 Nov 2018.