CMBA
STBZ

C.M. Bidwell & Associates’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

C.M. Bidwell & Associates’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
Q3 		– Sell
-2,585
Closed -$86K – 487
2018
Q2 		$86K Buy
2,585
+15
+0.6% +$493 0.08% 205
2018
Q1 		$77K Sell
2,570
-6,725
-72% -$203K 0.07% 219
2017
Q4 		$277K Buy
+9,295
New +$274K 0.24% 116

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 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

C.M. Bidwell & Associates's STBZ Position: Q3 2018 in Review

C.M. Bidwell & Associates sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q3 2018, closing a stake of 2,585 shares — an estimated $86K sold.

C.M. Bidwell & Associates first reported a position in STBZ in Q4 2017 and held it in 3 quarters. The position peaked at $277K in Q4 2017. 159 funds tracked by Wall St. Rank hold STBZ as of Q3 2018.

  • C.M. Bidwell & Associates reported no remaining State Bank Financial Corporation. Common Stock position as of Q3 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,585 State Bank Financial Corporation. Common Stock shares in Q3 2018, an estimated $86K.
  • C.M. Bidwell & Associates first reported a position in State Bank Financial Corporation. Common Stock in Q4 2017 and held it in 3 quarters.
  • C.M. Bidwell & Associates's State Bank Financial Corporation. Common Stock position peaked at $277K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q3 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.