PL Capital Advisors’s First Business Financial Services FBIZ Stock Holding History

PL Capital 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
2019 Q4	–	Sell	-40,818	Closed	-$983K	–	37
2019 Q3	$983K	Sell	40,818 -45,387	-53%	-$1.07M	0.3%	33
2019 Q2	$2.03M	Sell	86,205 -34,774	-29%	-$790K	0.6%	32
2019 Q1	$2.42M	Hold	120,979	–	–	0.7%	28
2018 Q4	$2.36M	Buy	120,979 +20,114	+20%	+$417K	0.72%	27
2018 Q3	$2.34M	Hold	100,865	–	–	0.61%	29
2018 Q2	$2.62M	Hold	100,865	–	–	0.68%	29
2018 Q1	$2.54M	Hold	100,865	–	–	0.71%	26
2017 Q4	$2.23M	Hold	100,865	–	–	0.59%	26
2017 Q3	$2.29M	Buy	+100,865	New	+$2.2M	0.59%	27
2015 Q3	–	Sell	-20,600	Closed	-$483K	–	38
2015 Q2	$483K	Sell	20,600 -15,000	-42%	-$338K	0.17%	35
2015 Q1	$770K	Sell	35,600 -30,400	-46%	-$690K	0.29%	33
2014 Q4	$1.58M	Sell	66,000 -6,400	-9%	-$145K	0.6%	28
2014 Q3	$1.59M	Hold	72,400	–	–	0.65%	27
2014 Q2	$1.7M	Sell	72,400 -5,600	-7%	-$129K	0.72%	29
2014 Q1	$1.84M	Hold	78,000	–	–	0.94%	26
2013 Q4	$1.47M	Buy	78,000 +1,636	+2%	+$29.1K	0.72%	27
2013 Q3	$1.25M	Buy	76,364 +8,364	+12%	+$135K	0.69%	30
2013 Q2	$1.02M	Buy	+68,000	New	+$958K	0.63%	31

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

PL Capital Advisors's FBIZ Position: Q4 2019 in Review

PL Capital Advisors sold out of First Business Financial Services (FBIZ) in Q4 2019, closing a stake of 40,818 shares — an estimated $983K sold.

PL Capital Advisors first reported a position in FBIZ in Q2 2013 and held it in 18 quarters. The position peaked at $2.62M in Q2 2018. 82 funds tracked by Wall St. Rank hold FBIZ as of Q4 2019.

PL Capital Advisors reported no remaining First Business Financial Services position as of Q4 2019 after selling out during the quarter.
PL Capital Advisors sold 40,818 First Business Financial Services shares in Q4 2019, an estimated $983K.
PL Capital Advisors first reported a position in First Business Financial Services in Q2 2013 and held it in 18 quarters.
PL Capital Advisors's First Business Financial Services position peaked at $2.62M in Q2 2018.
82 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2019.

Based on PL Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.