SS
SFBS

Simplicity Solutions’s ServisFirst Bancshares SFBS Stock Holding History

Simplicity Solutions’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
2019
Q2 		– Sell
-9,398
Closed -$317K – 838
2019
Q1 		$317K Buy
+9,398
New +$321K 0.02% 524

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's SFBS Position: Q2 2019 in Review

Simplicity Solutions sold out of ServisFirst Bancshares (SFBS) in Q2 2019, closing a stake of 9,398 shares — an estimated $317K sold.

Simplicity Solutions first reported a position in SFBS in Q1 2019 and held it in 1 quarter. The position peaked at $317K in Q1 2019. 157 funds tracked by Wall St. Rank hold SFBS as of Q2 2019.

  • Simplicity Solutions reported no remaining ServisFirst Bancshares position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 9,398 ServisFirst Bancshares shares in Q2 2019, an estimated $317K.
  • Simplicity Solutions first reported a position in ServisFirst Bancshares in Q1 2019 and held it in 1 quarter.
  • Simplicity Solutions's ServisFirst Bancshares position peaked at $317K in Q1 2019.
  • 157 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.