Envestnet Asset Management
FBIZ icon

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

Envestnet 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
2015
Q1 		– Sell
-22
Closed -$1K – 2149
2014
Q4 		$1K Hold
22
– – ﹤0.01% 2389
2014
Q3 		$0 Buy
22
+16
+267% +$360 ﹤0.01% 2776
2014
Q2 		$0 Hold
6
– – ﹤0.01% 2730
2014
Q1 		$0 Hold
6
– – ﹤0.01% 2576
2013
Q4 		$0 Buy
+6
New +$107 ﹤0.01% 2475

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 $1.12B AUM 22.16% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Envestnet Asset Management's FBIZ Position: Q1 2015 in Review

Envestnet Asset Management sold out of First Business Financial Services (FBIZ) in Q1 2015, closing a stake of 22 shares — an estimated $1K sold.

Envestnet Asset Management first reported a position in FBIZ in Q4 2013 and held it in 5 quarters. The position peaked at $1K in Q4 2014. 67 funds tracked by Wall St. Rank hold FBIZ as of Q1 2015.

  • Envestnet Asset Management reported no remaining First Business Financial Services position as of Q1 2015 after selling out during the quarter.
  • Envestnet Asset Management sold 22 First Business Financial Services shares in Q1 2015, an estimated $1K.
  • Envestnet Asset Management first reported a position in First Business Financial Services in Q4 2013 and held it in 5 quarters.
  • Envestnet Asset Management's First Business Financial Services position peaked at $1K in Q4 2014.
  • 67 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2015.

Based on Envestnet Asset Management's 13F filing for Q1 2015, filed 15 May 2015.