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Mackay Shields LLC’s First Business Financial Services FBIZ Stock Holding History

Mackay Shields LLC’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
2021
Q2 		– Sell
-14,967
Closed -$370K – 910
2021
Q1 		$370K Sell
14,967
-15,599
-51% -$351K ﹤0.01% 1275
2020
Q4 		$563K Sell
30,566
-7,700
-20% -$139K ﹤0.01% 1224
2020
Q3 		$547K Sell
38,266
-3,100
-7% -$48.1K ﹤0.01% 1159
2020
Q2 		$681K Sell
41,366
-900
-2% -$14.1K 0.01% 1126
2020
Q1 		$655K Sell
42,266
-1,500
-3% -$34.3K 0.01% 1072
2019
Q4 		$1.15M Buy
43,766
+6,800
+18% +$169K 0.01% 1041
2019
Q3 		$890K Buy
36,966
+6,800
+23% +$160K 0.01% 1142
2019
Q2 		$709K Buy
30,166
+18,199
+152% +$413K ﹤0.01% 1207
2019
Q1 		$239K Hold
11,967
– – ﹤0.01% 1321
2018
Q4 		$233K Sell
11,967
-1,323
-10% -$27.4K ﹤0.01% 1288
2018
Q3 		$308K Hold
13,290
– – ﹤0.01% 1050
2018
Q2 		$345K Sell
13,290
-4,000
-23% -$103K ﹤0.01% 1147
2018
Q1 		$435K Buy
+17,290
New +$416K ﹤0.01% 1140

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mackay Shields LLC's FBIZ Position: Q2 2021 in Review

Mackay Shields LLC sold out of First Business Financial Services (FBIZ) in Q2 2021, closing a stake of 14,967 shares — an estimated $370K sold.

Mackay Shields LLC first reported a position in FBIZ in Q1 2018 and held it in 13 quarters. The position peaked at $1.15M in Q4 2019. 78 funds tracked by Wall St. Rank hold FBIZ as of Q2 2021.

  • Mackay Shields LLC reported no remaining First Business Financial Services position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 14,967 First Business Financial Services shares in Q2 2021, an estimated $370K.
  • Mackay Shields LLC first reported a position in First Business Financial Services in Q1 2018 and held it in 13 quarters.
  • Mackay Shields LLC's First Business Financial Services position peaked at $1.15M in Q4 2019.
  • 78 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.