STA
SFBS

Summit Trail Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-28
Closed -$1K – 1437
2017
Q4 		$1K Buy
+28
New +$1.14K ﹤0.01% 1856

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Summit Trail Advisors's SFBS Position: Q1 2018 in Review

Summit Trail Advisors sold out of ServisFirst Bancshares (SFBS) in Q1 2018, closing a stake of 28 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in SFBS in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 160 funds tracked by Wall St. Rank hold SFBS as of Q1 2018.

  • Summit Trail Advisors reported no remaining ServisFirst Bancshares position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 28 ServisFirst Bancshares shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in ServisFirst Bancshares in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's ServisFirst Bancshares position peaked at $1K in Q4 2017.
  • 160 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.