KL
SFBS

Kinsight LLC’s ServisFirst Bancshares SFBS Stock Holding History

Kinsight LLC’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
2017
Q2 		$788K Buy
21,356
+1
+0% +$36 0.45% 13
2017
Q1 		$777K Hold
21,355
– – 0.42% 14
2016
Q4 		$800K Sell
21,355
-501
-2% -$15.9K 0.42% 14
2016
Q3 		$567K Hold
21,856
– – 0.3% 14
2016
Q2 		$540K Buy
+21,856
New +$537K 0.3% 15
2014
Q4 		– Sell
-30,000
Closed -$432K – 35
2014
Q3 		$432K Buy
+30,000
New +$435K 0.24% 17

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Kinsight LLC's SFBS Position: Q2 2017 in Review

Kinsight LLC increased its ServisFirst Bancshares (SFBS) stake by 0% in Q2 2017, buying an estimated $36 and bringing the position to 21,356 shares worth $788K. The position accounts for 0.45% of the portfolio, ranked #13.

Kinsight LLC first reported a position in SFBS in Q3 2014 and has held it in 6 quarters since. The position peaked at $800K in Q4 2016. 143 funds tracked by Wall St. Rank hold SFBS as of Q2 2017.

  • Kinsight LLC held 21,356 shares of ServisFirst Bancshares worth $788K as of Q2 2017.
  • Kinsight LLC bought 1 ServisFirst Bancshares share in Q2 2017, an estimated $36.
  • ServisFirst Bancshares made up 0.45% of Kinsight LLC's portfolio in Q2 2017, its #13 holding.
  • Kinsight LLC first reported a position in ServisFirst Bancshares in Q3 2014 and has held it in 6 quarters since.
  • Kinsight LLC's ServisFirst Bancshares position peaked at $800K in Q4 2016.
  • 143 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2017.

Based on Kinsight LLC's 13F filing for Q2 2017, filed 24 Jul 2017.