Fuller & Thaler Asset Management
SFBS

Fuller & Thaler Asset Management’s ServisFirst Bancshares SFBS Stock Holding History

Fuller & Thaler Asset Management’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
2018
Q3 		– Sell
-2,600
Closed -$108K – 686
2018
Q2 		$108K Hold
2,600
– – ﹤0.01% 502
2018
Q1 		$106K Buy
2,600
+1,200
+86% +$50.3K ﹤0.01% 492
2017
Q4 		$58K Hold
1,400
– – ﹤0.01% 613
2017
Q3 		$54K Buy
+1,400
New +$49.8K ﹤0.01% 585

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management's SFBS Position: Q3 2018 in Review

Fuller & Thaler Asset Management sold out of ServisFirst Bancshares (SFBS) in Q3 2018, closing a stake of 2,600 shares — an estimated $108K sold.

Fuller & Thaler Asset Management first reported a position in SFBS in Q3 2017 and held it in 4 quarters. The position peaked at $108K in Q2 2018. 153 funds tracked by Wall St. Rank hold SFBS as of Q3 2018.

  • Fuller & Thaler Asset Management reported no remaining ServisFirst Bancshares position as of Q3 2018 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 2,600 ServisFirst Bancshares shares in Q3 2018, an estimated $108K.
  • Fuller & Thaler Asset Management first reported a position in ServisFirst Bancshares in Q3 2017 and held it in 4 quarters.
  • Fuller & Thaler Asset Management's ServisFirst Bancshares position peaked at $108K in Q2 2018.
  • 153 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2018.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.