JOYN Advisors’s ServisFirst Bancshares SFBS Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-128	Closed	-$2K	–	1170
2018 Q4	$2K	Sell	128 -16	-11%	-$288	﹤0.01%	1524
2018 Q3	$3K	Buy	144 +28	+24%	+$592	﹤0.01%	1379
2018 Q2	$2K	Buy	116 +94	+427%	+$2.01K	﹤0.01%	1454
2018 Q1	$0	Buy	+22	New	+$461	﹤0.01%	1397

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

JOYN Advisors's SFBS Position: Q1 2019 in Review

JOYN Advisors sold out of ServisFirst Bancshares (SFBS) in Q1 2019, closing a stake of 128 shares — an estimated $2K sold.

JOYN Advisors first reported a position in SFBS in Q1 2018 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 158 funds tracked by Wall St. Rank hold SFBS as of Q1 2019.

JOYN Advisors reported no remaining ServisFirst Bancshares position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 128 ServisFirst Bancshares shares in Q1 2019, an estimated $2K.
JOYN Advisors first reported a position in ServisFirst Bancshares in Q1 2018 and held it in 4 quarters.
JOYN Advisors's ServisFirst Bancshares position peaked at $3K in Q3 2018.
158 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.