Wealthspire Advisors (Maryland)’s First Business Financial Services FBIZ Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-7,245	Closed	-$145K	–	968
2019 Q1	$145K	Hold	7,245	–	–	0.01%	527
2018 Q4	$141K	Sell	7,245 -1,338	-16%	-$27.7K	0.01%	501
2018 Q3	$199K	Buy	8,583 +1	+0%	+$24	0.02%	459
2018 Q2	$223K	Hold	8,582	–	–	0.02%	432
2018 Q1	$216K	Sell	8,582 -2,130	-20%	-$51.2K	0.02%	439
2017 Q4	$237K	Hold	10,712	–	–	0.02%	426
2017 Q3	$244K	Sell	10,712 -6,110	-36%	-$133K	0.03%	411
2017 Q2	$388K	Hold	16,822	–	–	0.05%	274
2017 Q1	$437K	Sell	16,822 -210	-1%	-$5.22K	0.06%	208
2016 Q4	$404K	Sell	17,032 -2,275	-12%	-$50.5K	0.06%	211
2016 Q3	$454K	Hold	19,307	–	–	0.07%	188
2016 Q2	$453K	Hold	19,307	–	–	0.08%	178
2016 Q1	$443K	Hold	19,307	–	–	0.08%	174
2015 Q4	$483K	Buy	+19,307	New	+$482K	0.09%	158

Other funds holding FBIZ

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FBIZ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of First Business Financial Services (FBIZ) in Q2 2019, closing a stake of 7,245 shares — an estimated $145K sold.

Wealthspire Advisors (Maryland) first reported a position in FBIZ in Q4 2015 and held it in 14 quarters. The position peaked at $483K in Q4 2015. 76 funds tracked by Wall St. Rank hold FBIZ as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining First Business Financial Services position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 7,245 First Business Financial Services shares in Q2 2019, an estimated $145K.
Wealthspire Advisors (Maryland) first reported a position in First Business Financial Services in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s First Business Financial Services position peaked at $483K in Q4 2015.
76 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.