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 $605M AUM 26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 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

SVA Wealth Management's FBIZ Position: Q2 2016 in Review

SVA Wealth Management sold out of First Business Financial Services (FBIZ) in Q2 2016, closing a stake of 22,176 shares — an estimated $508K sold.

SVA Wealth Management first reported a position in FBIZ in Q4 2013 and held it in 10 quarters. The position peaked at $555K in Q4 2015. 77 funds tracked by Wall St. Rank hold FBIZ as of Q2 2016.

SVA Wealth Management reported no remaining First Business Financial Services position as of Q2 2016 after selling out during the quarter.
SVA Wealth Management sold 22,176 First Business Financial Services shares in Q2 2016, an estimated $508K.
SVA Wealth Management first reported a position in First Business Financial Services in Q4 2013 and held it in 10 quarters.
SVA Wealth Management's First Business Financial Services position peaked at $555K in Q4 2015.
77 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2016.

Based on SVA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.