SIM
FBIZ icon

Spark Investment Management’s First Business Financial Services FBIZ Stock Holding History

Spark Investment 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
2014
Q3 		– Sell
-8,800
Closed -$206K – 688
2014
Q2 		$206K Hold
8,800
– – 0.03% 490
2014
Q1 		$205K Buy
+8,800
New +$185K 0.03% 523

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Spark Investment Management's FBIZ Position: Q3 2014 in Review

Spark Investment Management sold out of First Business Financial Services (FBIZ) in Q3 2014, closing a stake of 8,800 shares — an estimated $206K sold.

Spark Investment Management first reported a position in FBIZ in Q1 2014 and held it in 2 quarters. The position peaked at $206K in Q2 2014. 68 funds tracked by Wall St. Rank hold FBIZ as of Q3 2014.

  • Spark Investment Management reported no remaining First Business Financial Services position as of Q3 2014 after selling out during the quarter.
  • Spark Investment Management sold 8,800 First Business Financial Services shares in Q3 2014, an estimated $206K.
  • Spark Investment Management first reported a position in First Business Financial Services in Q1 2014 and held it in 2 quarters.
  • Spark Investment Management's First Business Financial Services position peaked at $206K in Q2 2014.
  • 68 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2014.

Based on Spark Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.