AssetMark Inc
STBZ

AssetMark Inc’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

AssetMark Inc’s Portfolio STBZ Stock Details STBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12
Closed – – 2268
2017
Q3 		$0 Buy
+12
New +$324 ﹤0.01% 1671

Other funds holding STBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AssetMark Inc's STBZ Position: Q4 2017 in Review

AssetMark Inc sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q4 2017, closing a stake of 12 shares.

AssetMark Inc first reported a position in STBZ in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 136 funds tracked by Wall St. Rank hold STBZ as of Q4 2017.

  • AssetMark Inc reported no remaining State Bank Financial Corporation. Common Stock position as of Q4 2017 after selling out during the quarter.
  • AssetMark Inc sold 12 State Bank Financial Corporation. Common Stock shares in Q4 2017.
  • AssetMark Inc first reported a position in State Bank Financial Corporation. Common Stock in Q3 2017 and held it in 1 quarter.
  • AssetMark Inc's State Bank Financial Corporation. Common Stock position peaked at $0 in Q3 2017.
  • 136 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q4 2017.

Based on AssetMark Inc's 13F filing for Q4 2017, filed 13 Feb 2018.