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Cornerstone Advisors (Washington)’s First Business Financial Services FBIZ Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q2 		– Sell
-34
Closed -$1K – 729
2020
Q1 		$1K Hold
34
– – ﹤0.01% 644
2019
Q4 		$1K Hold
34
– – ﹤0.01% 651
2019
Q3 		$1K Hold
34
– – ﹤0.01% 642
2019
Q2 		$1K Hold
34
– – ﹤0.01% 1298
2019
Q1 		$1K Buy
+34
New +$719 ﹤0.01% 1157

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisors (Washington)'s FBIZ Position: Q2 2020 in Review

Cornerstone Advisors (Washington) sold out of First Business Financial Services (FBIZ) in Q2 2020, closing a stake of 34 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in FBIZ in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q1 2020. 81 funds tracked by Wall St. Rank hold FBIZ as of Q2 2020.

  • Cornerstone Advisors (Washington) reported no remaining First Business Financial Services position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 34 First Business Financial Services shares in Q2 2020, an estimated $1K.
  • Cornerstone Advisors (Washington) first reported a position in First Business Financial Services in Q1 2019 and held it in 5 quarters.
  • Cornerstone Advisors (Washington)'s First Business Financial Services position peaked at $1K in Q1 2020.
  • 81 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2020, filed 29 Jul 2020.