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

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

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

Royal Bank of Canada

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

Dimensional Fund Advisors

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

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

Bank of New York Mellon

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