Jefferies Group
FBIZ icon

Jefferies Group’s First Business Financial Services FBIZ Stock Holding History

Jefferies Group’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
2015
Q3 		– Sell
-702
Closed -$16K – 2512
2015
Q2 		$16K Buy
+702
New +$15.8K ﹤0.01% 2684

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jefferies Group's FBIZ Position: Q3 2015 in Review

Jefferies Group sold out of First Business Financial Services (FBIZ) in Q3 2015, closing a stake of 702 shares — an estimated $16K sold.

Jefferies Group first reported a position in FBIZ in Q2 2015 and held it in 1 quarter. The position peaked at $16K in Q2 2015. 66 funds tracked by Wall St. Rank hold FBIZ as of Q3 2015.

  • Jefferies Group reported no remaining First Business Financial Services position as of Q3 2015 after selling out during the quarter.
  • Jefferies Group sold 702 First Business Financial Services shares in Q3 2015, an estimated $16K.
  • Jefferies Group first reported a position in First Business Financial Services in Q2 2015 and held it in 1 quarter.
  • Jefferies Group's First Business Financial Services position peaked at $16K in Q2 2015.
  • 66 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2015.

Based on Jefferies Group's 13F filing for Q3 2015, filed 13 Nov 2015.