Oxford Asset Management’s First Business Financial Services FBIZ Stock Holding History

Oxford Asset 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 Q4	–	Sell	-8,719	Closed	-$210K	–	1831
2019 Q3	$210K	Sell	8,719 -9,254	-51%	-$218K	0.01%	1563
2019 Q2	$422K	Sell	17,973 -14	-0.1%	-$318	0.01%	1339
2019 Q1	$360K	Buy	17,987 +4,334	+32%	+$91.6K	0.01%	1357
2018 Q4	$266K	Hold	13,653	–	–	0.01%	1445
2018 Q3	$315K	Buy	13,653 +350	+3%	+$8.24K	0.01%	1483
2018 Q2	$347K	Buy	+13,303	New	+$344K	0.01%	1456

Other funds holding FBIZ

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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

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

FBFS

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

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

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

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

Oxford Asset Management's FBIZ Position: Q4 2019 in Review

Oxford Asset Management sold out of First Business Financial Services (FBIZ) in Q4 2019, closing a stake of 8,719 shares — an estimated $210K sold.

Oxford Asset Management first reported a position in FBIZ in Q2 2018 and held it in 6 quarters. The position peaked at $422K in Q2 2019. 82 funds tracked by Wall St. Rank hold FBIZ as of Q4 2019.

Oxford Asset Management reported no remaining First Business Financial Services position as of Q4 2019 after selling out during the quarter.
Oxford Asset Management sold 8,719 First Business Financial Services shares in Q4 2019, an estimated $210K.
Oxford Asset Management first reported a position in First Business Financial Services in Q2 2018 and held it in 6 quarters.
Oxford Asset Management's First Business Financial Services position peaked at $422K in Q2 2019.
82 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2019.

Based on Oxford Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.