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Piedmont Investment Advisors’s First Business Financial Services FBIZ Stock Holding History

Piedmont Investment 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
2018
Q3 		– Sell
-144
Closed -$4K – 1445
2018
Q2 		$4K Buy
+144
New +$3.72K ﹤0.01% 2228

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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 $1.12B AUM 22.16% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Piedmont Investment Advisors's FBIZ Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of First Business Financial Services (FBIZ) in Q3 2018, closing a stake of 144 shares — an estimated $4K sold.

Piedmont Investment Advisors first reported a position in FBIZ in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 75 funds tracked by Wall St. Rank hold FBIZ as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining First Business Financial Services position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 144 First Business Financial Services shares in Q3 2018, an estimated $4K.
  • Piedmont Investment Advisors first reported a position in First Business Financial Services in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's First Business Financial Services position peaked at $4K in Q2 2018.
  • 75 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.