SSWM
SFBS

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
-15,107
Closed -$630K – 347
2018
Q2 		$630K Buy
15,107
+91
+0.6% +$3.9K 0.15% 163
2018
Q1 		$613K Sell
15,016
-798
-5% -$33.5K 0.15% 167
2017
Q4 		$656K Buy
15,814
+317
+2% +$12.9K 0.15% 163
2017
Q3 		$602K Buy
15,497
+223
+1% +$7.93K 0.15% 167
2017
Q2 		$563K Sell
15,274
-642
-4% -$23.4K 0.15% 162
2017
Q1 		$579K Sell
15,916
-228
-1% -$8.95K 0.15% 169
2016
Q4 		$604K Sell
16,144
-976
-6% -$30.9K 0.17% 161
2016
Q3 		$444K Sell
17,120
-776
-4% -$19.8K 0.13% 185
2016
Q2 		$442K Buy
+17,896
New +$439K 0.13% 180

Other funds holding SFBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return