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CSFL

Avantax Planning Partners’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Avantax Planning Partners’s Portfolio CSFL Stock Details CSFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-84
Closed -$2K – 1381
2018
Q3 		$2K Buy
+84
New +$2.51K ﹤0.01% 1393

Other funds holding CSFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Planning Partners's CSFL Position: Q4 2018 in Review

Avantax Planning Partners sold out of CenterState Bank Corporation Common Stock (CSFL) in Q4 2018, closing a stake of 84 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in CSFL in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 252 funds tracked by Wall St. Rank hold CSFL as of Q4 2018.

  • Avantax Planning Partners reported no remaining CenterState Bank Corporation Common Stock position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 84 CenterState Bank Corporation Common Stock shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in CenterState Bank Corporation Common Stock in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's CenterState Bank Corporation Common Stock position peaked at $2K in Q3 2018.
  • 252 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.