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

Cubic 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
Q1 		– Sell
-35,900
Closed -$675K – 155
2013
Q4 		$675K Sell
35,900
-5,600
-13% -$99.5K 0.21% 103
2013
Q3 		$677K Hold
41,500
– – 0.22% 106
2013
Q2 		$622K Buy
+41,500
New +$584K 0.21% 106

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $130M AUM 23.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cubic Asset Management's FBIZ Position: Q1 2014 in Review

Cubic Asset Management sold out of First Business Financial Services (FBIZ) in Q1 2014, closing a stake of 35,900 shares — an estimated $675K sold.

Cubic Asset Management first reported a position in FBIZ in Q2 2013 and held it in 3 quarters. The position peaked at $677K in Q3 2013. 52 funds tracked by Wall St. Rank hold FBIZ as of Q1 2014.

  • Cubic Asset Management reported no remaining First Business Financial Services position as of Q1 2014 after selling out during the quarter.
  • Cubic Asset Management sold 35,900 First Business Financial Services shares in Q1 2014, an estimated $675K.
  • Cubic Asset Management first reported a position in First Business Financial Services in Q2 2013 and held it in 3 quarters.
  • Cubic Asset Management's First Business Financial Services position peaked at $677K in Q3 2013.
  • 52 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2014.

Based on Cubic Asset Management's 13F filing for Q1 2014, filed 28 Apr 2014.