Capstone Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Capstone Asset 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
2017 Q2	$430K	Sell	11,660 -1,000	-8%	-$36.4K	0.01%	997
2017 Q1	$461K	Sell	12,660 -1,540	-11%	-$60.4K	0.01%	978
2016 Q4	$532K	Sell	14,200 -3,540	-20%	-$112K	0.02%	889
2016 Q3	$460K	Sell	17,740 -440	-2%	-$11.2K	0.01%	1019
2016 Q2	$449K	Buy	+18,180	New	+$446K	0.01%	999

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

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

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Capstone Asset Management's SFBS Position: Q2 2017 in Review

Capstone Asset Management reduced its ServisFirst Bancshares (SFBS) stake by 7.9% in Q2 2017, selling an estimated $36.4K and leaving 11,660 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #997.

Capstone Asset Management first reported a position in SFBS in Q2 2016 and has held it in 5 quarters since. The position peaked at $532K in Q4 2016. 143 funds tracked by Wall St. Rank hold SFBS as of Q2 2017.

Capstone Asset Management held 11,660 shares of ServisFirst Bancshares worth $430K as of Q2 2017.
Capstone Asset Management sold 1,000 ServisFirst Bancshares shares in Q2 2017, an estimated $36.4K.
ServisFirst Bancshares made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #997 holding.
Capstone Asset Management first reported a position in ServisFirst Bancshares in Q2 2016 and has held it in 5 quarters since.
Capstone Asset Management's ServisFirst Bancshares position peaked at $532K in Q4 2016.
143 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.