VFA
FBIZ icon

Virtus Fund Advisers’s First Business Financial Services FBIZ Stock Holding History

Virtus Fund Advisers’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 		– Sell
-672
Closed -$16K – 1409
2014
Q2 		$16K Buy
+672
New +$15.5K ﹤0.01% 2566

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

Virtus Fund Advisers's FBIZ Position: Q3 2014 in Review

Virtus Fund Advisers sold out of First Business Financial Services (FBIZ) in Q3 2014, closing a stake of 672 shares — an estimated $16K sold.

Virtus Fund Advisers first reported a position in FBIZ in Q2 2014 and held it in 1 quarter. The position peaked at $16K in Q2 2014. 68 funds tracked by Wall St. Rank hold FBIZ as of Q3 2014.

  • Virtus Fund Advisers reported no remaining First Business Financial Services position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 672 First Business Financial Services shares in Q3 2014, an estimated $16K.
  • Virtus Fund Advisers first reported a position in First Business Financial Services in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's First Business Financial Services position peaked at $16K in Q2 2014.
  • 68 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.