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PCM
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
Shares
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
$535B AUM
26.23%
1-Year Est. Return
BFC
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Chicago, Illinois
$537M AUM
17.34%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
FBFS
First Business Financial Services
Madison, Wisconsin
$1.12B AUM
22.16%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
PAIM
Punch & Associates Investment Management
Edina, Minnesota
$1.73B AUM
27.65%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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