U
SFBS

UBS’s ServisFirst Bancshares SFBS Stock Holding History

UBS’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
2014
Q3 		$1.88M Sell
130,200
-33,588
-21% -$487K ﹤0.01% 2974
2014
Q2 		$2.36M Buy
+163,788
New +$2.35M ﹤0.01% 2720

Other funds holding SFBS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
CC
Consector Capital New York $45.9M AUM 4.93% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

UBS's SFBS Position: Q3 2014 in Review

UBS reduced its ServisFirst Bancshares (SFBS) stake by 21% in Q3 2014, selling an estimated $487K and leaving 130,200 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

UBS first reported a position in SFBS in Q2 2014 and has held it in 2 quarters since. The position peaked at $2.36M in Q2 2014. 59 funds tracked by Wall St. Rank hold SFBS as of Q3 2014.

  • UBS held 130,200 shares of ServisFirst Bancshares worth $1.88M as of Q3 2014.
  • UBS sold 33,588 ServisFirst Bancshares shares in Q3 2014, an estimated $487K.
  • ServisFirst Bancshares made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2974 holding.
  • UBS first reported a position in ServisFirst Bancshares in Q2 2014 and has held it in 2 quarters since.
  • UBS's ServisFirst Bancshares position peaked at $2.36M in Q2 2014.
  • 59 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2014.

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