SCM
FBIZ icon

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

Silver 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
2013
Q4 		– Sell
-25,402
Closed -$415K – 46
2013
Q3 		$415K Hold
25,402
– – 0.36% 43
2013
Q2 		$381K Buy
+25,402
New +$358K 0.36% 42

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Silver Capital Management's FBIZ Position: Q4 2013 in Review

Silver Capital Management sold out of First Business Financial Services (FBIZ) in Q4 2013, closing a stake of 25,402 shares — an estimated $415K sold.

Silver Capital Management first reported a position in FBIZ in Q2 2013 and held it in 2 quarters. The position peaked at $415K in Q3 2013. 43 funds tracked by Wall St. Rank hold FBIZ as of Q4 2013.

  • Silver Capital Management reported no remaining First Business Financial Services position as of Q4 2013 after selling out during the quarter.
  • Silver Capital Management sold 25,402 First Business Financial Services shares in Q4 2013, an estimated $415K.
  • Silver Capital Management first reported a position in First Business Financial Services in Q2 2013 and held it in 2 quarters.
  • Silver Capital Management's First Business Financial Services position peaked at $415K in Q3 2013.
  • 43 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2013.

Based on Silver Capital Management's 13F filing for Q4 2013, filed 28 Jan 2014.