HCA
FBIZ icon

Hovde Capital Advisors’s First Business Financial Services FBIZ Stock Holding History

Hovde Capital Advisors’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
2013
Q4 		$936K Buy
49,734
+5,592
+13% +$99.4K 3.66% 5
2013
Q3 		$720K Hold
44,142
– – 2.61% 9
2013
Q2 		$661K Buy
+44,142
New +$622K 0.96% 11

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
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Hovde Capital Advisors's FBIZ Position: Q4 2013 in Review

Hovde Capital Advisors increased its First Business Financial Services (FBIZ) stake by 13% in Q4 2013, buying an estimated $99.4K and bringing the position to 49,734 shares worth $936K. The position accounts for 3.66% of the portfolio, ranked #5.

Hovde Capital Advisors first reported a position in FBIZ in Q2 2013 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold FBIZ as of Q4 2013.

  • Hovde Capital Advisors held 49,734 shares of First Business Financial Services worth $936K as of Q4 2013.
  • Hovde Capital Advisors bought 5,592 First Business Financial Services shares in Q4 2013, an estimated $99.4K.
  • First Business Financial Services made up 3.66% of Hovde Capital Advisors's portfolio in Q4 2013, its #5 holding.
  • Hovde Capital Advisors first reported a position in First Business Financial Services in Q2 2013 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2013.

Based on Hovde Capital Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.