SSG
SFBS

Summit Securities Group’s ServisFirst Bancshares SFBS Stock Holding History

Summit Securities Group’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
2017
Q3 		– Sell
-16,621
Closed -$613K – 288
2017
Q2 		$613K Buy
+16,621
New +$605K 0.11% 113

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Summit Securities Group's SFBS Position: Q3 2017 in Review

Summit Securities Group sold out of ServisFirst Bancshares (SFBS) in Q3 2017, closing a stake of 16,621 shares — an estimated $613K sold.

Summit Securities Group first reported a position in SFBS in Q2 2017 and held it in 1 quarter. The position peaked at $613K in Q2 2017. 146 funds tracked by Wall St. Rank hold SFBS as of Q3 2017.

  • Summit Securities Group reported no remaining ServisFirst Bancshares position as of Q3 2017 after selling out during the quarter.
  • Summit Securities Group sold 16,621 ServisFirst Bancshares shares in Q3 2017, an estimated $613K.
  • Summit Securities Group first reported a position in ServisFirst Bancshares in Q2 2017 and held it in 1 quarter.
  • Summit Securities Group's ServisFirst Bancshares position peaked at $613K in Q2 2017.
  • 146 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2017.

Based on Summit Securities Group's 13F filing for Q3 2017, filed 30 Oct 2017.