Janney Montgomery Scott
FBIZ icon

Janney Montgomery Scott’s First Business Financial Services FBIZ Stock Holding History

Janney Montgomery Scott’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
2020
Q4 		– Sell
-16,825
Closed -$240K – 2237
2020
Q3 		$240K Buy
+16,825
New +$261K ﹤0.01% 1816

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janney Montgomery Scott's FBIZ Position: Q4 2020 in Review

Janney Montgomery Scott sold out of First Business Financial Services (FBIZ) in Q4 2020, closing a stake of 16,825 shares — an estimated $240K sold.

Janney Montgomery Scott first reported a position in FBIZ in Q3 2020 and held it in 1 quarter. The position peaked at $240K in Q3 2020. 70 funds tracked by Wall St. Rank hold FBIZ as of Q4 2020.

  • Janney Montgomery Scott reported no remaining First Business Financial Services position as of Q4 2020 after selling out during the quarter.
  • Janney Montgomery Scott sold 16,825 First Business Financial Services shares in Q4 2020, an estimated $240K.
  • Janney Montgomery Scott first reported a position in First Business Financial Services in Q3 2020 and held it in 1 quarter.
  • Janney Montgomery Scott's First Business Financial Services position peaked at $240K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2020.

Based on Janney Montgomery Scott's 13F filing for Q4 2020, filed 25 Jan 2021.