ClariVest Asset Management’s First Business Financial Services FBIZ Stock Holding History

ClariVest Asset Management’s Portfolio FBIZ Stock Details FBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-3,200	Closed	-$75K	–	585
2014 Q2	$75K	Sell	3,200 -11,982	-79%	-$277K	﹤0.01%	442
2014 Q1	$358K	Buy	15,182 +7,536	+99%	+$159K	0.01%	302
2013 Q4	$144K	Buy	+7,646	New	+$136K	0.01%	389

Other funds holding FBIZ

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

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

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

ClariVest Asset Management's FBIZ Position: Q3 2014 in Review

ClariVest Asset Management sold out of First Business Financial Services (FBIZ) in Q3 2014, closing a stake of 3,200 shares — an estimated $75K sold.

ClariVest Asset Management first reported a position in FBIZ in Q4 2013 and held it in 3 quarters. The position peaked at $358K in Q1 2014. 68 funds tracked by Wall St. Rank hold FBIZ as of Q3 2014.

ClariVest Asset Management reported no remaining First Business Financial Services position as of Q3 2014 after selling out during the quarter.
ClariVest Asset Management sold 3,200 First Business Financial Services shares in Q3 2014, an estimated $75K.
ClariVest Asset Management first reported a position in First Business Financial Services in Q4 2013 and held it in 3 quarters.
ClariVest Asset Management's First Business Financial Services position peaked at $358K in Q1 2014.
68 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2014.

Based on ClariVest Asset Management's 13F filing for Q3 2014, filed 14 Oct 2014.