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Emerald Acquisition’s First Business Financial Services FBIZ Stock Holding History

Emerald Acquisition’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
2016
Q3 		$356K Sell
15,160
-1,500
-9% -$34.7K ﹤0.01% 2558
2016
Q2 		$391K Buy
+16,660
New +$403K ﹤0.01% 2563

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Emerald Acquisition's FBIZ Position: Q3 2016 in Review

Emerald Acquisition reduced its First Business Financial Services (FBIZ) stake by 9% in Q3 2016, selling an estimated $34.7K and leaving 15,160 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Emerald Acquisition first reported a position in FBIZ in Q2 2016 and has held it in 2 quarters since. The position peaked at $391K in Q2 2016. 70 funds tracked by Wall St. Rank hold FBIZ as of Q3 2016.

  • Emerald Acquisition held 15,160 shares of First Business Financial Services worth $356K as of Q3 2016.
  • Emerald Acquisition sold 1,500 First Business Financial Services shares in Q3 2016, an estimated $34.7K.
  • First Business Financial Services made up ﹤0.01% of Emerald Acquisition's portfolio in Q3 2016, its #2558 holding.
  • Emerald Acquisition first reported a position in First Business Financial Services in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's First Business Financial Services position peaked at $391K in Q2 2016.
  • 70 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.