Catalyst Capital Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Catalyst Capital Advisors’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
2020 Q1	–	Sell	-13,600	Closed	-$512K	–	316
2019 Q4	$512K	Sell	13,600 -1,000	-7%	-$35.7K	0.02%	154
2019 Q3	$484K	Buy	+14,600	New	+$471K	0.02%	184
2015 Q2	–	Sell	-21,000	Closed	-$346K	–	541
2015 Q1	$346K	Hold	21,000	–	–	0.04%	243
2014 Q4	$346K	Buy	+21,000	New	+$317K	0.04%	261

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

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Catalyst Capital Advisors's SFBS Position: Q1 2020 in Review

Catalyst Capital Advisors sold out of ServisFirst Bancshares (SFBS) in Q1 2020, closing a stake of 13,600 shares — an estimated $512K sold.

Catalyst Capital Advisors first reported a position in SFBS in Q4 2014 and held it in 4 quarters. The position peaked at $512K in Q4 2019. 160 funds tracked by Wall St. Rank hold SFBS as of Q1 2020.

Catalyst Capital Advisors reported no remaining ServisFirst Bancshares position as of Q1 2020 after selling out during the quarter.
Catalyst Capital Advisors sold 13,600 ServisFirst Bancshares shares in Q1 2020, an estimated $512K.
Catalyst Capital Advisors first reported a position in ServisFirst Bancshares in Q4 2014 and held it in 4 quarters.
Catalyst Capital Advisors's ServisFirst Bancshares position peaked at $512K in Q4 2019.
160 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2020.

Based on Catalyst Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.