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

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 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.