WBI Investments’s ServisFirst Bancshares SFBS Stock Holding History

WBI Investments’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
2019 Q3	–	Sell	-19,631	Closed	-$673K	–	269
2019 Q2	$673K	Buy	+19,631	New	+$656K	0.06%	169

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBI Investments's SFBS Position: Q3 2019 in Review

WBI Investments sold out of ServisFirst Bancshares (SFBS) in Q3 2019, closing a stake of 19,631 shares — an estimated $673K sold.

WBI Investments first reported a position in SFBS in Q2 2019 and held it in 1 quarter. The position peaked at $673K in Q2 2019. 144 funds tracked by Wall St. Rank hold SFBS as of Q3 2019.

WBI Investments reported no remaining ServisFirst Bancshares position as of Q3 2019 after selling out during the quarter.
WBI Investments sold 19,631 ServisFirst Bancshares shares in Q3 2019, an estimated $673K.
WBI Investments first reported a position in ServisFirst Bancshares in Q2 2019 and held it in 1 quarter.
WBI Investments's ServisFirst Bancshares position peaked at $673K in Q2 2019.
144 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2019.

Based on WBI Investments's 13F filing for Q3 2019, filed 29 Oct 2019.