NFA
SFBS

Nationwide Fund Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Nationwide Fund Advisors’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-25,633
Closed -$996K – 1735
2017
Q3 		$996K Sell
25,633
-410
-2% -$14.6K ﹤0.01% 1778
2017
Q2 		$961K Sell
26,043
-820
-3% -$29.8K ﹤0.01% 1797
2017
Q1 		$977K Sell
26,863
-15,285
-36% -$600K ﹤0.01% 1758
2016
Q4 		$1.58M Sell
42,148
-10,902
-21% -$345K 0.01% 1528
2016
Q3 		$1.38M Hold
53,050
– – 0.01% 1591
2016
Q2 		$1.31M Sell
53,050
-1,714
-3% -$42.1K 0.01% 1576
2016
Q1 		$1.15M Buy
54,764
+5,928
+12% +$116K 0.01% 1632
2015
Q4 		$1.16M Sell
48,836
-43,786
-47% -$987K 0.01% 1651
2015
Q3 		$1.92M Sell
92,622
-15,826
-15% -$309K 0.01% 1384
2015
Q2 		$2.04M Sell
108,448
-242
-0.2% -$4.3K 0.01% 1416
2015
Q1 		$1.79M Sell
108,690
-3,598
-3% -$56.7K 0.01% 1550
2014
Q4 		$1.85M Sell
112,288
-2,600
-2% -$39.3K 0.01% 1460
2014
Q3 		$1.65M Buy
114,888
+192
+0.2% +$2.78K 0.01% 1543
2014
Q2 		$1.65M Buy
+114,696
New +$1.64M 0.01% 1585

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $2.7B AUM 22.12% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return