Kennedy Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Kennedy Capital Management’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
2016 Q2	–	Sell	-120,944	Closed	-$2.69M	–	745
2016 Q1	$2.69M	Sell	120,944 -3,538	-3%	-$69K	0.05%	525
2015 Q4	$2.96M	Sell	124,482 -508	-0.4%	-$11.4K	0.06%	496
2015 Q3	$2.6M	Sell	124,990 -546	-0.4%	-$10.7K	0.05%	516
2015 Q2	$2.36M	Sell	125,536 -1,016	-0.8%	-$18.1K	0.04%	565
2015 Q1	$2.09M	Sell	126,552 -160	-0.1%	-$2.52K	0.04%	563
2014 Q4	$2.09M	Sell	126,712 -192	-0.2%	-$2.9K	0.04%	563
2014 Q3	$1.83M	Buy	126,904 +29,986	+31%	+$435K	0.04%	579
2014 Q2	$1.4M	Buy	+96,918	New	+$1.39M	0.03%	617

Other funds holding SFBS

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Kennedy Capital Management's SFBS Position: Q2 2016 in Review

Kennedy Capital Management sold out of ServisFirst Bancshares (SFBS) in Q2 2016, closing a stake of 120,944 shares — an estimated $2.69M sold.

Kennedy Capital Management first reported a position in SFBS in Q2 2014 and held it in 8 quarters. The position peaked at $2.96M in Q4 2015. 121 funds tracked by Wall St. Rank hold SFBS as of Q2 2016.

Kennedy Capital Management reported no remaining ServisFirst Bancshares position as of Q2 2016 after selling out during the quarter.
Kennedy Capital Management sold 120,944 ServisFirst Bancshares shares in Q2 2016, an estimated $2.69M.
Kennedy Capital Management first reported a position in ServisFirst Bancshares in Q2 2014 and held it in 8 quarters.
Kennedy Capital Management's ServisFirst Bancshares position peaked at $2.96M in Q4 2015.
121 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2016.

Based on Kennedy Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.