CAW
SFBS

Cornerstone Advisors (Washington)’s ServisFirst Bancshares SFBS Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-112
Closed -$4K – 1272
2019
Q2 		$4K Buy
+112
New +$3.74K ﹤0.01% 983
2019
Q1 		– Sell
-27
Closed -$1K – 1386
2018
Q4 		$1K Buy
+27
New +$972 ﹤0.01% 1079

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SFBS Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of ServisFirst Bancshares (SFBS) in Q3 2019, closing a stake of 112 shares — an estimated $4K sold.

Cornerstone Advisors (Washington) first reported a position in SFBS in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 144 funds tracked by Wall St. Rank hold SFBS as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining ServisFirst Bancshares position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 112 ServisFirst Bancshares shares in Q3 2019, an estimated $4K.
  • Cornerstone Advisors (Washington) first reported a position in ServisFirst Bancshares in Q4 2018 and held it in 2 quarters.
  • Cornerstone Advisors (Washington)'s ServisFirst Bancshares position peaked at $4K in Q2 2019.
  • 144 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.