Sheets Smith Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Sheets Smith Wealth Management’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-30,214	Closed	-$630K	–	347
2018 Q2	$630K	Buy	30,214 +182	+0.6%	+$3.9K	0.15%	163
2018 Q1	$613K	Sell	30,032 -1,596	-5%	-$33.5K	0.15%	167
2017 Q4	$656K	Buy	31,628 +634	+2%	+$12.9K	0.15%	163
2017 Q3	$602K	Buy	30,994 +446	+1%	+$7.93K	0.15%	167
2017 Q2	$563K	Sell	30,548 -1,284	-4%	-$23.4K	0.15%	162
2017 Q1	$579K	Sell	31,832 -456	-1%	-$8.95K	0.15%	169
2016 Q4	$604K	Sell	32,288 -1,952	-6%	-$30.9K	0.17%	161
2016 Q3	$444K	Sell	34,240 -1,552	-4%	-$19.8K	0.13%	185
2016 Q2	$442K	Buy	+35,792	New	+$439K	0.13%	180

Other funds holding SFBS

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's SFBS Position: Q3 2018 in Review

Sheets Smith Wealth Management sold out of ServisFirst Bancshares (SFBS) in Q3 2018, closing a stake of 30,214 shares — an estimated $630K sold.

Sheets Smith Wealth Management first reported a position in SFBS in Q2 2016 and held it in 9 quarters. The position peaked at $656K in Q4 2017. 153 funds tracked by Wall St. Rank hold SFBS as of Q3 2018.

Sheets Smith Wealth Management reported no remaining ServisFirst Bancshares position as of Q3 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 30,214 ServisFirst Bancshares shares in Q3 2018, an estimated $630K.
Sheets Smith Wealth Management first reported a position in ServisFirst Bancshares in Q2 2016 and held it in 9 quarters.
Sheets Smith Wealth Management's ServisFirst Bancshares position peaked at $656K in Q4 2017.
153 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.