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	-27,200	Closed	-$512K	–	316
2019 Q4	$512K	Sell	27,200 -2,000	-7%	-$35.8K	0.02%	154
2019 Q3	$484K	Buy	+29,200	New	+$471K	0.02%	184
2015 Q2	–	Sell	-42,000	Closed	-$346K	–	541
2015 Q1	$346K	Hold	42,000	–	–	0.04%	243
2014 Q4	$346K	Buy	+42,000	New	+$317K	0.04%	261

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 27,200 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 27,200 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.