UBS’s First Business Financial Services FBIZ Stock Holding History

UBS’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
2014 Q3	$44K	Sell	1,976 -1,288	-39%	-$29K	﹤0.01%	6992
2014 Q2	$77K	Sell	3,264 -16,384	-83%	-$379K	﹤0.01%	6274
2014 Q1	$464K	Buy	19,648 +16,736	+575%	+$353K	﹤0.01%	4304
2013 Q4	$55K	Sell	2,912 -1,070	-27%	-$19K	﹤0.01%	6828
2013 Q3	$65K	Buy	3,982 +2,678	+205%	+$43.4K	﹤0.01%	6512
2013 Q2	$20K	Buy	+1,304	New	+$18.4K	﹤0.01%	7883

Other funds holding FBIZ

BFC

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

FBFS

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

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

BFA

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

PAIM

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

HHC

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

EPCA

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

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

UBS's FBIZ Position: Q3 2014 in Review

UBS reduced its First Business Financial Services (FBIZ) stake by 39% in Q3 2014, selling an estimated $29K and leaving 1,976 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #6992.

UBS first reported a position in FBIZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $464K in Q1 2014. 68 funds tracked by Wall St. Rank hold FBIZ as of Q3 2014.

UBS held 1,976 shares of First Business Financial Services worth $44K as of Q3 2014.
UBS sold 1,288 First Business Financial Services shares in Q3 2014, an estimated $29K.
First Business Financial Services made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6992 holding.
UBS first reported a position in First Business Financial Services in Q2 2013 and has held it in 6 quarters since.
UBS's First Business Financial Services position peaked at $464K in Q1 2014.
68 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.