0001521951-17-000071.txt : 20170809 0001521951-17-000071.hdr.sgml : 20170809 20170809104020 ACCESSION NUMBER: 0001521951-17-000071 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170809 DATE AS OF CHANGE: 20170809 EFFECTIVENESS DATE: 20170809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIRST BUSINESS FINANCIAL SERVICES, INC. CENTRAL INDEX KEY: 0001521951 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 391576570 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15585 FILM NUMBER: 171016767 BUSINESS ADDRESS: STREET 1: 401 CHARMANY DRIVE CITY: MADISON STATE: WI ZIP: 53719 BUSINESS PHONE: 608-238-8008 MAIL ADDRESS: STREET 1: 401 CHARMANY DRIVE STREET 2: PO BOX 44961 CITY: MADISON STATE: WI ZIP: 53744 FORMER COMPANY: FORMER CONFORMED NAME: First Business Financial Services, Inc. DATE OF NAME CHANGE: 20110527 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001521951 XXXXXXXX 06-30-2017 06-30-2017 FIRST BUSINESS FINANCIAL SERVICES, INC.

401 CHARMANY DRIVE PO Box 44961 MADISON WI 53744

13F HOLDINGS REPORT 028-15585 N Joan A. Burke 608-232-5993 /s/Joan A. Burke Madison WI 08-09-2017 0 76 487309 false INFORMATION TABLE 2 form13-f063017informationt.xml INFORMATION TABLE Abbvie Inc Com COMMON STOCK 00287Y109 574 7913 SH SOLE 7913 0 0 Aetna Inc COMMON STOCK 00817Y108 474 3125 SH SOLE 3125 0 0 Alaska Air Group Inc COMMON STOCK 011659109 466 5194 SH SOLE 5194 0 0 Alibaba Group Hldg Ltd Sponsor COMMON STOCK 01609W102 282 2000 SH SOLE 0 0 2000 Allstate Corp COMMON STOCK 020002101 576 6508 SH SOLE 6508 0 0 Altria Group Inc COMMON STOCK 02209S103 503 6753 SH SOLE 0 0 6753 American Tower Corp COMMON STOCK 03027X100 616 4658 SH SOLE 4658 0 0 Ameriprise Financial Inc COMMON STOCK 03076C106 518 4072 SH SOLE 4072 0 0 Amerisourcebergen Corp COMMON STOCK 03073E105 520 5503 SH SOLE 5503 0 0 Amgen Inc COMMON STOCK 031162100 613 3561 SH SOLE 3561 0 0 Apple Inc COMMON STOCK 037833100 1015 7049 SH SOLE 6034 0 1015 Bank Of Montreal COMMON STOCK 063671101 387 5268 SH SOLE 919 0 4349 Berkshire Hathaway Inc Class A COMMON STOCK 084670108 255 1 SH SOLE 0 0 1 Boeing Co COMMON STOCK 097023105 757 3829 SH SOLE 3412 0 417 CBS Corp COMMON STOCK 124857202 499 7818 SH SOLE 7818 0 0 Chevron Corp COMMON STOCK 166764100 552 5290 SH SOLE 1430 0 3860 Cincinnati Financial Corp COMMON STOCK 172062101 499 6887 SH SOLE 6887 0 0 Citigroup Inc COMMON STOCK 172967424 202 3025 SH SOLE 1085 0 1940 Coca-Cola Co COMMON STOCK 191216100 1929 43001 SH SOLE 800 0 42201 Comcast Corp Class A COMMON STOCK 20030N101 510 13104 SH SOLE 13104 0 0 Crown Castle Intl Corp New COMMON STOCK 22822V101 553 5518 SH SOLE 5518 0 0 CVS Health Corp COMMON STOCK 126650100 523 6495 SH SOLE 6495 0 0 Discover Financial Services COMMON STOCK 254709108 451 7245 SH SOLE 7245 0 0 Energy Select Sector SPDR ETF COMMON STOCK 81369Y506 16141 248626 SH SOLE 248626 0 0 Equifax Inc COMMON STOCK 294429105 526 3825 SH SOLE 3825 0 0 Exact Sciences Corp COMMON STOCK 30063P105 241 6825 SH SOLE 1425 0 5400 Exxon Mobil Corp COMMON STOCK 30231G102 496 6145 SH SOLE 6145 0 0 Fidelity National Information COMMON STOCK 31620M106 1005 11771 SH SOLE 3001 0 8770 Financial Select Sector SPDR E COMMON STOCK 81369Y605 18853 764213 SH SOLE 764213 0 0 First Business Financial Services COMMON STOCK 319390100 9204 398784 SH SOLE 0 0 398784 General Electric Co COMMON STOCK 369604103 293 10836 SH SOLE 4480 0 6356 Industrials Select Sector SPDR COMMON STOCK 81369Y704 19240 282484 SH SOLE 282484 0 0 Intercontinental Exchange Inc COMMON STOCK 45866F104 559 8482 SH SOLE 8482 0 0 iShares Core MSCI EAFE ETF COMMON STOCK 46432F842 444 7292 SH SOLE 7292 0 0 iShares Core US Aggregate Bond COMMON STOCK 464287226 54026 493344 SH SOLE 493344 0 0 iShares MSCI EAFE ETF COMMON STOCK 464287465 74481 1142337 SH SOLE 1142337 0 0 iShares National Muni Bond ETF COMMON STOCK 464288414 2392 21718 SH SOLE 21718 0 0 iShares Russell 1000 ETF COMMON STOCK 464287622 352 2600 SH SOLE 2600 0 0 iShares Russell 1000 Growth ET COMMON STOCK 464287614 43121 362301 SH SOLE 362301 0 0 iShares Russell 1000 Value ETF COMMON STOCK 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COMMON STOCK 704326107 478 8395 SH SOLE 8395 0 0 Philip Morris International In COMMON STOCK 718172109 1173 9988 SH SOLE 600 0 9388 PNC Financial Services Group I COMMON STOCK 693475105 246 1968 SH SOLE 100 0 1868 Principal Financial Group Inc COMMON STOCK 74251V102 527 8225 SH SOLE 8225 0 0 Qualcomm Inc COMMON STOCK 747525103 527 9544 SH SOLE 9544 0 0 Raymond James Financial Inc COMMON STOCK 754730109 487 6071 SH SOLE 6071 0 0 Sherwin-Williams Co COMMON STOCK 824348106 564 1607 SH SOLE 1607 0 0 Skyworks Solutions Inc COMMON STOCK 83088M102 408 4249 SH SOLE 4249 0 0 SPDR S&P 500 ETF COMMON STOCK 78462F103 4850 20059 SH SOLE 20059 0 0 Sprott Physical Gold Trust COMMON STOCK 85207H104 196 19350 SH SOLE 0 0 19350 Starbucks Corp COMMON STOCK 855244109 618 10592 SH SOLE 10592 0 0 The Home Depot Inc COMMON STOCK 437076102 716 4668 SH SOLE 3643 0 1025 The Travelers Companies Inc COMMON STOCK 89417E109 552 4362 SH SOLE 4362 0 0 TJX Companies Inc COMMON STOCK 872540109 518 7182 SH SOLE 7182 0 0 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Grainger Inc COMMON STOCK 384802104 361 2000 SH SOLE 2000 0 0 Walgreens Boots Alliance Inc COMMON STOCK 931427108 486 6205 SH SOLE 6135 0 70 Walt Disney Company COMMON STOCK 254687106 719 6765 SH SOLE 5760 0 1005 Wyndham Worldwide Corporation COMMON STOCK 98310W108 464 4625 SH SOLE 4625 0 0 Xl Group Ltd COMMON STOCK G98294104 454 10374 SH SOLE 10374 0 0