SEI Investments’s First Business Financial Services FBIZ Stock Holding History

SEI Investments’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 Q2	–	Sell	-5,072	Closed	-$102K	–	2508
2019 Q1	$102K	Buy	+5,072	New	+$107K	﹤0.01%	2494
2018 Q3	–	Sell	-622	Closed	-$16K	–	2764
2018 Q2	$16K	Sell	622 -4	-0.6%	-$103	﹤0.01%	2857
2018 Q1	$16K	Sell	626 -8	-1%	-$192	﹤0.01%	2713
2017 Q4	$14K	Buy	634 +355	+127%	+$8.03K	﹤0.01%	2700
2017 Q3	$6K	Buy	+279	New	+$6.09K	﹤0.01%	2794
2015 Q3	–	Sell	-164	Closed	-$4K	–	2516
2015 Q2	$4K	Sell	164 -30	-15%	-$676	﹤0.01%	2029
2015 Q1	$4K	Sell	194 -2	-1%	-$45	﹤0.01%	2049
2014 Q4	$6K	Buy	+196	New	+$4.43K	﹤0.01%	1931

Other funds holding FBIZ

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

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

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

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

FBFS

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

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

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

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SEI Investments's FBIZ Position: Q2 2019 in Review

SEI Investments sold out of First Business Financial Services (FBIZ) in Q2 2019, closing a stake of 5,072 shares — an estimated $102K sold.

SEI Investments first reported a position in FBIZ in Q4 2014 and held it in 8 quarters. The position peaked at $102K in Q1 2019. 76 funds tracked by Wall St. Rank hold FBIZ as of Q2 2019.

SEI Investments reported no remaining First Business Financial Services position as of Q2 2019 after selling out during the quarter.
SEI Investments sold 5,072 First Business Financial Services shares in Q2 2019, an estimated $102K.
SEI Investments first reported a position in First Business Financial Services in Q4 2014 and held it in 8 quarters.
SEI Investments's First Business Financial Services position peaked at $102K in Q1 2019.
76 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2019.

Based on SEI Investments's 13F filing for Q2 2019, filed 14 Aug 2019.