Mariner’s First Business Financial Services FBIZ Stock Holding History

Mariner’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
2018 Q2	–	Sell	-34,738	Closed	-$874K	–	803
2018 Q1	$874K	Buy	+34,738	New	+$836K	0.03%	337
2016 Q4	–	Sell	-24,340	Closed	-$572K	–	634
2016 Q3	$572K	Sell	24,340 -1,092	-4%	-$25.3K	0.03%	350
2016 Q2	$597K	Sell	25,432 -7,012	-22%	-$170K	0.03%	305
2016 Q1	$744K	Buy	32,444 +19	+0.1%	+$424	0.04%	270
2015 Q4	$811K	Sell	32,425 -9,760	-23%	-$243K	0.05%	231
2015 Q3	$992K	Sell	42,185 -11,545	-21%	-$261K	0.04%	250
2015 Q2	$1.26M	Sell	53,730 -23,196	-30%	-$523K	0.06%	221
2015 Q1	$1.66M	Sell	76,926 -3,766	-5%	-$85.5K	0.14%	126
2014 Q4	$1.93M	Buy	+80,692	New	+$1.82M	0.17%	103

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

FBFS

First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Mariner's FBIZ Position: Q2 2018 in Review

Mariner sold out of First Business Financial Services (FBIZ) in Q2 2018, closing a stake of 34,738 shares — an estimated $874K sold.

Mariner first reported a position in FBIZ in Q4 2014 and held it in 9 quarters. The position peaked at $1.93M in Q4 2014. 79 funds tracked by Wall St. Rank hold FBIZ as of Q2 2018.

Mariner reported no remaining First Business Financial Services position as of Q2 2018 after selling out during the quarter.
Mariner sold 34,738 First Business Financial Services shares in Q2 2018, an estimated $874K.
Mariner first reported a position in First Business Financial Services in Q4 2014 and held it in 9 quarters.
Mariner's First Business Financial Services position peaked at $1.93M in Q4 2014.
79 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2018.

Based on Mariner's 13F filing for Q2 2018, filed 14 Aug 2018.