WI
SFBS

Welch Investments’s ServisFirst Bancshares SFBS Stock Holding History

Welch 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
2017
Q4 		$216K Hold
5,200
– – 0.14% 42
2017
Q3 		$202K Buy
+5,200
New +$185K 0.14% 41

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Welch Investments's SFBS Position: Q4 2017 in Review

Welch Investments held its ServisFirst Bancshares (SFBS) position steady in Q4 2017 at 5,200 shares worth $216K. The position accounts for 0.14% of the portfolio, ranked #42.

Welch Investments first reported a position in SFBS in Q3 2017 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold SFBS as of Q4 2017.

  • Welch Investments held 5,200 shares of ServisFirst Bancshares worth $216K as of Q4 2017.
  • Welch Investments left its ServisFirst Bancshares share count unchanged in Q4 2017.
  • ServisFirst Bancshares made up 0.14% of Welch Investments's portfolio in Q4 2017, its #42 holding.
  • Welch Investments first reported a position in ServisFirst Bancshares in Q3 2017 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.