EGA
FBIZ icon

Eagle Global Advisors’s First Business Financial Services FBIZ Stock Holding History

Eagle Global Advisors’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
2017
Q2 		– Sell
-9,291
Closed -$241K – 445
2017
Q1 		$241K Hold
9,291
– – 0.01% 322
2016
Q4 		$220K Hold
9,291
– – 0.01% 314
2016
Q3 		$218K Buy
+9,291
New +$215K 0.01% 305
2014
Q3 		– Sell
-12,720
Closed -$299K – 347
2014
Q2 		$299K Buy
+12,720
New +$294K 0.01% 248

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Eagle Global Advisors's FBIZ Position: Q2 2017 in Review

Eagle Global Advisors sold out of First Business Financial Services (FBIZ) in Q2 2017, closing a stake of 9,291 shares — an estimated $241K sold.

Eagle Global Advisors first reported a position in FBIZ in Q2 2014 and held it in 4 quarters. The position peaked at $299K in Q2 2014. 61 funds tracked by Wall St. Rank hold FBIZ as of Q2 2017.

  • Eagle Global Advisors reported no remaining First Business Financial Services position as of Q2 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 9,291 First Business Financial Services shares in Q2 2017, an estimated $241K.
  • Eagle Global Advisors first reported a position in First Business Financial Services in Q2 2014 and held it in 4 quarters.
  • Eagle Global Advisors's First Business Financial Services position peaked at $299K in Q2 2014.
  • 61 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2017.

Based on Eagle Global Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.