LC
FBIZ icon

Lindbrook Capital’s First Business Financial Services FBIZ Stock Holding History

Lindbrook Capital’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
2019
Q3 		– Sell
-44
Closed -$1K – 1460
2019
Q2 		$1K Hold
44
– – ﹤0.01% 1321
2019
Q1 		$0 Buy
+44
New +$930 ﹤0.01% 1427

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's FBIZ Position: Q3 2019 in Review

Lindbrook Capital sold out of First Business Financial Services (FBIZ) in Q3 2019, closing a stake of 44 shares — an estimated $1K sold.

Lindbrook Capital first reported a position in FBIZ in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 80 funds tracked by Wall St. Rank hold FBIZ as of Q3 2019.

  • Lindbrook Capital reported no remaining First Business Financial Services position as of Q3 2019 after selling out during the quarter.
  • Lindbrook Capital sold 44 First Business Financial Services shares in Q3 2019, an estimated $1K.
  • Lindbrook Capital first reported a position in First Business Financial Services in Q1 2019 and held it in 2 quarters.
  • Lindbrook Capital's First Business Financial Services position peaked at $1K in Q2 2019.
  • 80 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2019.

Based on Lindbrook Capital's 13F filing for Q3 2019, filed 31 Oct 2019.