APP
STBZ

Avantax Planning Partners’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-16
Closed – – 1801
2018
Q1 		$0 Buy
+16
New +$483 ﹤0.01% 1903

Other funds holding STBZ

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Avantax Planning Partners's STBZ Position: Q2 2018 in Review

Avantax Planning Partners sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q2 2018, closing a stake of 16 shares.

Avantax Planning Partners first reported a position in STBZ in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 161 funds tracked by Wall St. Rank hold STBZ as of Q2 2018.

  • Avantax Planning Partners reported no remaining State Bank Financial Corporation. Common Stock position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 16 State Bank Financial Corporation. Common Stock shares in Q2 2018.
  • Avantax Planning Partners first reported a position in State Bank Financial Corporation. Common Stock in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's State Bank Financial Corporation. Common Stock position peaked at $0 in Q1 2018.
  • 161 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.