TrueWealth LLC’s ServisFirst Bancshares SFBS Stock Holding History

TrueWealth LLC’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	-86	Closed	-$4K	–	899
2017 Q4	$4K	Buy	+86	New	+$3.5K	﹤0.01%	722

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TrueWealth LLC's SFBS Position: Q1 2018 in Review

TrueWealth LLC sold out of ServisFirst Bancshares (SFBS) in Q1 2018, closing a stake of 86 shares — an estimated $4K sold.

TrueWealth LLC first reported a position in SFBS in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 160 funds tracked by Wall St. Rank hold SFBS as of Q1 2018.

TrueWealth LLC reported no remaining ServisFirst Bancshares position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 86 ServisFirst Bancshares shares in Q1 2018, an estimated $4K.
TrueWealth LLC first reported a position in ServisFirst Bancshares in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's ServisFirst Bancshares position peaked at $4K in Q4 2017.
160 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.