SVA Wealth Management’s First Business Financial Services FBIZ Stock Holding History

SVA Wealth 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
2016 Q2	–	Sell	-22,176	Closed	-$508K	–	206
2016 Q1	$508K	Hold	22,176	–	–	0.08%	141
2015 Q4	$555K	Hold	22,176	–	–	0.1%	145
2015 Q3	$522K	Hold	22,176	–	–	0.1%	146
2015 Q2	$520K	Hold	22,176	–	–	0.1%	152
2015 Q1	$479K	Hold	22,176	–	–	0.09%	159
2014 Q4	$531K	Hold	22,176	–	–	0.19%	111
2014 Q3	$487K	Hold	22,176	–	–	0.21%	100
2014 Q2	$521K	Hold	22,176	–	–	0.22%	99
2014 Q1	$523K	Hold	22,176	–	–	0.25%	93
2013 Q4	$417K	Buy	+22,176	New	+$394K	0.25%	96

Other funds holding FBIZ

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

Manulife (Manufacturers Life Insurance)

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors

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

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

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

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return