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Howe & Rusling’s First Business Financial Services FBIZ Stock Holding History

Howe & Rusling’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
2018
Q2 		– Sell
-200
Closed -$5K – 857
2018
Q1 		$5K Hold
200
– – ﹤0.01% 606
2017
Q4 		$4K Hold
200
– – ﹤0.01% 591
2017
Q3 		$5K Hold
200
– – ﹤0.01% 576
2017
Q2 		$5K Hold
200
– – ﹤0.01% 626
2017
Q1 		$5K Sell
200
-20
-9% -$497 ﹤0.01% 659
2016
Q4 		$5K Buy
220
+95
+76% +$2.11K ﹤0.01% 666
2016
Q3 		$3K Hold
125
– – ﹤0.01% 766
2016
Q2 		$3K Hold
125
– – ﹤0.01% 737
2016
Q1 		$3K Buy
125
+15
+14% +$335 ﹤0.01% 772
2015
Q4 		$3K Hold
110
– – ﹤0.01% 732
2015
Q3 		$3K Hold
110
– – ﹤0.01% 735
2015
Q2 		$3K Buy
+110
New +$2.48K ﹤0.01% 771

Other funds holding FBIZ

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FBFS
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return