FA
SFBS

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
-22,500
Closed -$584K – 1156
2016
Q3 		$584K Sell
22,500
-2,000
-8% -$51.1K 0.02% 569
2016
Q2 		$605K Sell
24,500
-530
-2% -$13K 0.03% 525
2016
Q1 		$556K Buy
25,030
+508
+2% +$9.91K 0.03% 542
2015
Q4 		$583K Buy
+24,522
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 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 22,500 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 22,500 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.