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 $605M AUM 26% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FBFS

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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.