SWP
SFBS

Stratos Wealth Partners’s ServisFirst Bancshares SFBS Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-79
Closed -$3K – 2209
2018
Q3 		$3K Buy
+79
New +$3.34K ﹤0.01% 2635

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

Stratos Wealth Partners's SFBS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of ServisFirst Bancshares (SFBS) in Q4 2018, closing a stake of 79 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in SFBS in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 151 funds tracked by Wall St. Rank hold SFBS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining ServisFirst Bancshares position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 79 ServisFirst Bancshares shares in Q4 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in ServisFirst Bancshares in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's ServisFirst Bancshares position peaked at $3K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.