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

Palouse 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
2017 Q1	–	Sell	-9,439	Closed	-$224K	–	101
2016 Q4	$224K	Sell	9,439 -144	-2%	-$3.2K	0.09%	88
2016 Q3	$225K	Sell	9,583 -86	-0.9%	-$1.99K	0.1%	83
2016 Q2	$227K	Sell	9,669 -327	-3%	-$7.91K	0.09%	82
2016 Q1	$229K	Sell	9,996 -722	-7%	-$16.1K	0.09%	86
2015 Q4	$268K	Sell	10,718 -586	-5%	-$14.6K	0.1%	86
2015 Q3	$266K	Sell	11,304 -770	-6%	-$17.4K	0.1%	85
2015 Q2	$283K	Buy	+12,074	New	+$272K	0.1%	96

Other funds holding FBIZ

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Palouse Capital Management's FBIZ Position: Q1 2017 in Review

Palouse Capital Management sold out of First Business Financial Services (FBIZ) in Q1 2017, closing a stake of 9,439 shares — an estimated $224K sold.

Palouse Capital Management first reported a position in FBIZ in Q2 2015 and held it in 7 quarters. The position peaked at $283K in Q2 2015. 64 funds tracked by Wall St. Rank hold FBIZ as of Q1 2017.

Palouse Capital Management reported no remaining First Business Financial Services position as of Q1 2017 after selling out during the quarter.
Palouse Capital Management sold 9,439 First Business Financial Services shares in Q1 2017, an estimated $224K.
Palouse Capital Management first reported a position in First Business Financial Services in Q2 2015 and held it in 7 quarters.
Palouse Capital Management's First Business Financial Services position peaked at $283K in Q2 2015.
64 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2017.

Based on Palouse Capital Management's 13F filing for Q1 2017, filed 12 May 2017.