Maltese Capital Management’s First Business Financial Services FBIZ Stock Holding History

Maltese Capital Management’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 Q1	–	Sell	-90,000	Closed	-$1.76M	–	196
2018 Q4	$1.76M	Buy	90,000 +10,000	+13%	+$207K	0.15%	143
2018 Q3	$1.85M	Buy	+80,000	New	+$1.88M	0.13%	161
2017 Q4	–	Sell	-17,000	Closed	-$387K	–	201
2017 Q3	$387K	Sell	17,000 -70,800	-81%	-$1.55M	0.03%	186
2017 Q2	$2.03M	Buy	+87,800	New	+$2.15M	0.19%	132
2015 Q3	–	Sell	-80,000	Closed	-$1.88M	–	220
2015 Q2	$1.88M	Buy	80,000 +56,000	+233%	+$1.26M	0.21%	132
2015 Q1	$519K	Hold	24,000	–	–	0.06%	189
2014 Q4	$575K	Sell	24,000 -41,600	-63%	-$940K	0.07%	184
2014 Q3	$1.44M	Sell	65,600 -14,400	-18%	-$324K	0.17%	145
2014 Q2	$1.88M	Sell	80,000 -95,200	-54%	-$2.2M	0.25%	125
2014 Q1	$4.13M	Sell	175,200 -61,000	-26%	-$1.29M	0.5%	73
2013 Q4	$4.44M	Buy	236,200 +186,200	+372%	+$3.31M	0.46%	80
2013 Q3	$816K	Buy	+50,000	New	+$810K	0.09%	150

Other funds holding FBIZ

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Maltese Capital Management's FBIZ Position: Q1 2019 in Review

Maltese Capital Management sold out of First Business Financial Services (FBIZ) in Q1 2019, closing a stake of 90,000 shares — an estimated $1.76M sold.

Maltese Capital Management first reported a position in FBIZ in Q3 2013 and held it in 12 quarters. The position peaked at $4.44M in Q4 2013. 78 funds tracked by Wall St. Rank hold FBIZ as of Q1 2019.

Maltese Capital Management reported no remaining First Business Financial Services position as of Q1 2019 after selling out during the quarter.
Maltese Capital Management sold 90,000 First Business Financial Services shares in Q1 2019, an estimated $1.76M.
Maltese Capital Management first reported a position in First Business Financial Services in Q3 2013 and held it in 12 quarters.
Maltese Capital Management's First Business Financial Services position peaked at $4.44M in Q4 2013.
78 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2019.

Based on Maltese Capital Management's 13F filing for Q1 2019, filed 15 May 2019.