FDx Advisors’s ServisFirst Bancshares SFBS Stock Holding History

FDx Advisors’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-45,000	Closed	-$584K	–	1156
2016 Q3	$584K	Sell	45,000 -4,000	-8%	-$51.1K	0.02%	569
2016 Q2	$605K	Sell	49,000 -1,060	-2%	-$13K	0.03%	525
2016 Q1	$556K	Buy	50,060 +1,016	+2%	+$9.91K	0.03%	542
2015 Q4	$583K	Buy	+49,044	New	+$553K	0.03%	511

Other funds holding SFBS

BFA

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

FDx Advisors's SFBS Position: Q4 2016 in Review

FDx Advisors sold out of ServisFirst Bancshares (SFBS) in Q4 2016, closing a stake of 45,000 shares — an estimated $584K sold.

FDx Advisors first reported a position in SFBS in Q4 2015 and held it in 4 quarters. The position peaked at $605K in Q2 2016. 140 funds tracked by Wall St. Rank hold SFBS as of Q4 2016.

FDx Advisors reported no remaining ServisFirst Bancshares position as of Q4 2016 after selling out during the quarter.
FDx Advisors sold 45,000 ServisFirst Bancshares shares in Q4 2016, an estimated $584K.
FDx Advisors first reported a position in ServisFirst Bancshares in Q4 2015 and held it in 4 quarters.
FDx Advisors's ServisFirst Bancshares position peaked at $605K in Q2 2016.
140 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2016.

Based on FDx Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.