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Nationwide Fund Advisors’s First Business Financial Services FBIZ Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-32,281
Closed -$734K – 701
2017
Q3 		$734K Sell
32,281
-600
-2% -$13.1K ﹤0.01% 1975
2017
Q2 		$759K Buy
32,881
+3,758
+13% +$92K ﹤0.01% 1943
2017
Q1 		$756K Sell
29,123
-970
-3% -$24.1K ﹤0.01% 1920
2016
Q4 		$714K Sell
30,093
-3,857
-11% -$85.6K ﹤0.01% 1967
2016
Q3 		$798K Buy
33,950
+775
+2% +$17.9K ﹤0.01% 1917
2016
Q2 		$779K Sell
33,175
-700
-2% -$16.9K ﹤0.01% 1891
2016
Q1 		$777K Hold
33,875
– – ﹤0.01% 1849
2015
Q4 		$847K Buy
33,875
+11,479
+51% +$286K ﹤0.01% 1809
2015
Q3 		$527K Sell
22,396
-38,196
-63% -$863K ﹤0.01% 2084
2015
Q2 		$1.42M Buy
60,592
+2,178
+4% +$49.1K 0.01% 1652
2015
Q1 		$1.26M Sell
58,414
-5,244
-8% -$119K 0.01% 1767
2014
Q4 		$1.52M Buy
63,658
+38,688
+155% +$874K 0.01% 1571
2014
Q3 		$548K Buy
24,970
+11,728
+89% +$264K ﹤0.01% 2160
2014
Q2 		$311K Buy
+13,242
New +$306K ﹤0.01% 2512

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nationwide Fund Advisors's FBIZ Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of First Business Financial Services (FBIZ) in Q4 2017, closing a stake of 32,281 shares — an estimated $734K sold.

Nationwide Fund Advisors first reported a position in FBIZ in Q2 2014 and held it in 14 quarters. The position peaked at $1.52M in Q4 2014. 69 funds tracked by Wall St. Rank hold FBIZ as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining First Business Financial Services position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 32,281 First Business Financial Services shares in Q4 2017, an estimated $734K.
  • Nationwide Fund Advisors first reported a position in First Business Financial Services in Q2 2014 and held it in 14 quarters.
  • Nationwide Fund Advisors's First Business Financial Services position peaked at $1.52M in Q4 2014.
  • 69 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.