UFF
SFBS

USA Financial Formulas’s ServisFirst Bancshares SFBS Stock Holding History

USA Financial Formulas’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
Q3 		– Sell
-17,438
Closed -$712K – 384
2018
Q2 		$712K Sell
17,438
-26
-0.1% -$1.11K 0.17% 119
2018
Q1 		$713K Sell
17,464
-628
-3% -$26.3K 0.17% 119
2017
Q4 		$751K Buy
+18,092
New +$735K 0.18% 110

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's SFBS Position: Q3 2018 in Review

USA Financial Formulas sold out of ServisFirst Bancshares (SFBS) in Q3 2018, closing a stake of 17,438 shares — an estimated $712K sold.

USA Financial Formulas first reported a position in SFBS in Q4 2017 and held it in 3 quarters. The position peaked at $751K in Q4 2017. 153 funds tracked by Wall St. Rank hold SFBS as of Q3 2018.

  • USA Financial Formulas reported no remaining ServisFirst Bancshares position as of Q3 2018 after selling out during the quarter.
  • USA Financial Formulas sold 17,438 ServisFirst Bancshares shares in Q3 2018, an estimated $712K.
  • USA Financial Formulas first reported a position in ServisFirst Bancshares in Q4 2017 and held it in 3 quarters.
  • USA Financial Formulas's ServisFirst Bancshares position peaked at $751K in Q4 2017.
  • 153 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2018.

Based on USA Financial Formulas's 13F filing for Q3 2018, filed 31 Oct 2018.