Eaton Vance Management’s First Business Financial Services FBIZ Stock Holding History

Eaton Vance 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
2015 Q3	–	Sell	-19,030	Closed	-$446K	–	947
2015 Q2	$446K	Sell	19,030 -80,138	-81%	-$1.81M	﹤0.01%	772
2015 Q1	$2.14M	Buy	99,168 +25,884	+35%	+$588K	0.01%	549
2014 Q4	$1.76M	Sell	73,284 -2,110	-3%	-$47.7K	0.01%	568
2014 Q3	$1.66M	Buy	75,394 +41,890	+125%	+$943K	﹤0.01%	559
2014 Q2	$788K	Sell	33,504 -96	-0.3%	-$2.22K	﹤0.01%	700
2014 Q1	$792K	Buy	+33,600	New	+$708K	﹤0.01%	685

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

FBFS

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

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

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

Eaton Vance Management's FBIZ Position: Q3 2015 in Review

Eaton Vance Management sold out of First Business Financial Services (FBIZ) in Q3 2015, closing a stake of 19,030 shares — an estimated $446K sold.

Eaton Vance Management first reported a position in FBIZ in Q1 2014 and held it in 6 quarters. The position peaked at $2.14M in Q1 2015. 66 funds tracked by Wall St. Rank hold FBIZ as of Q3 2015.

Eaton Vance Management reported no remaining First Business Financial Services position as of Q3 2015 after selling out during the quarter.
Eaton Vance Management sold 19,030 First Business Financial Services shares in Q3 2015, an estimated $446K.
Eaton Vance Management first reported a position in First Business Financial Services in Q1 2014 and held it in 6 quarters.
Eaton Vance Management's First Business Financial Services position peaked at $2.14M in Q1 2015.
66 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2015.

Based on Eaton Vance Management's 13F filing for Q3 2015, filed 13 Nov 2015.