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

Prelude 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	-1,200	Closed	-$28K	–	1574
2016 Q4	$28K	Buy	+1,200	New	+$26.6K	﹤0.01%	1242
2015 Q3	–	Sell	-1,800	Closed	-$42K	–	1570
2015 Q2	$42K	Buy	+1,800	New	+$40.6K	0.01%	1210

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

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

Prelude Capital Management sold out of First Business Financial Services (FBIZ) in Q1 2017, closing a stake of 1,200 shares — an estimated $28K sold.

Prelude Capital Management first reported a position in FBIZ in Q2 2015 and held it in 2 quarters. The position peaked at $42K in Q2 2015. 64 funds tracked by Wall St. Rank hold FBIZ as of Q1 2017.

Prelude Capital Management reported no remaining First Business Financial Services position as of Q1 2017 after selling out during the quarter.
Prelude Capital Management sold 1,200 First Business Financial Services shares in Q1 2017, an estimated $28K.
Prelude Capital Management first reported a position in First Business Financial Services in Q2 2015 and held it in 2 quarters.
Prelude Capital Management's First Business Financial Services position peaked at $42K in Q2 2015.
64 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2017.

Based on Prelude Capital Management's 13F filing for Q1 2017, filed 15 May 2017.