Stone Ridge Asset Management’s First Business Financial Services FBIZ Stock Holding History

Stone Ridge Asset 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
2018 Q4	–	Sell	-9,948	Closed	-$231K	–	1276
2018 Q3	$231K	Hold	9,948	–	–	0.01%	1131
2018 Q2	$259K	Hold	9,948	–	–	0.01%	1086
2018 Q1	$250K	Hold	9,948	–	–	0.01%	1137
2017 Q4	$220K	Buy	+9,948	New	+$225K	0.01%	1210

Other funds holding FBIZ

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stone Ridge Asset Management's FBIZ Position: Q4 2018 in Review

Stone Ridge Asset Management sold out of First Business Financial Services (FBIZ) in Q4 2018, closing a stake of 9,948 shares — an estimated $231K sold.

Stone Ridge Asset Management first reported a position in FBIZ in Q4 2017 and held it in 4 quarters. The position peaked at $259K in Q2 2018. 75 funds tracked by Wall St. Rank hold FBIZ as of Q4 2018.

Stone Ridge Asset Management reported no remaining First Business Financial Services position as of Q4 2018 after selling out during the quarter.
Stone Ridge Asset Management sold 9,948 First Business Financial Services shares in Q4 2018, an estimated $231K.
Stone Ridge Asset Management first reported a position in First Business Financial Services in Q4 2017 and held it in 4 quarters.
Stone Ridge Asset Management's First Business Financial Services position peaked at $259K in Q2 2018.
75 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2018.

Based on Stone Ridge Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.