Creative Planning’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Creative Planning’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
2019 Q4	–	Sell	-13,894	Closed	-$333K	–	2151
2019 Q3	$333K	Hold	13,894	–	–	﹤0.01%	1299
2019 Q2	$320K	Hold	13,894	–	–	﹤0.01%	1328
2019 Q1	$331K	Sell	13,894 -1,019	-7%	-$25.2K	﹤0.01%	1281
2018 Q4	$314K	Sell	14,913 -627	-4%	-$15.2K	﹤0.01%	1208
2018 Q3	$436K	Buy	15,540 +4,428	+40%	+$132K	﹤0.01%	1167
2018 Q2	$331K	Sell	11,112 -78	-0.7%	-$2.32K	﹤0.01%	1315
2018 Q1	$297K	Buy	11,190 +3,104	+38%	+$83.2K	﹤0.01%	1350
2017 Q4	$208K	Hold	8,086	–	–	﹤0.01%	1582
2017 Q3	$217K	Hold	8,086	–	–	﹤0.01%	1552
2017 Q2	$201K	Buy	8,086 +218	+3%	+$5.42K	﹤0.01%	1519
2017 Q1	$204K	Sell	7,868 -2,625	-25%	-$65.9K	﹤0.01%	1480
2016 Q4	$264K	Sell	10,493 -48	-0.5%	-$1.02K	﹤0.01%	1258
2016 Q3	$187K	Buy	10,541 +58	+0.6%	+$992	﹤0.01%	1441
2016 Q2	$165K	Hold	10,483	–	–	﹤0.01%	1353
2016 Q1	$156K	Hold	10,483	–	–	﹤0.01%	1350
2015 Q4	$164K	Hold	10,483	–	–	﹤0.01%	1326
2015 Q3	$154K	Hold	10,483	–	–	﹤0.01%	1336
2015 Q2	$142K	Hold	10,483	–	–	﹤0.01%	939
2015 Q1	$125K	Hold	10,483	–	–	﹤0.01%	1452
2014 Q4	$125K	Buy	10,483 +2,625	+33%	+$29.3K	﹤0.01%	1424
2014 Q3	$81K	Hold	7,858	–	–	﹤0.01%	1616
2014 Q2	$88K	Hold	7,858	–	–	﹤0.01%	1523
2014 Q1	$86K	Buy	7,858 +200	+3%	+$2.13K	﹤0.01%	1496
2013 Q4	$78K	Hold	7,658	–	–	﹤0.01%	1339
2013 Q3	$74K	Hold	7,658	–	–	﹤0.01%	1302
2013 Q2	$66K	Buy	+7,658	New	+$64.9K	﹤0.01%	1224

Other funds holding CSFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Creative Planning's CSFL Position: Q4 2019 in Review

Creative Planning sold out of CenterState Bank Corporation Common Stock (CSFL) in Q4 2019, closing a stake of 13,894 shares — an estimated $333K sold.

Creative Planning first reported a position in CSFL in Q2 2013 and held it in 26 quarters. The position peaked at $436K in Q3 2018. 257 funds tracked by Wall St. Rank hold CSFL as of Q4 2019.

Creative Planning reported no remaining CenterState Bank Corporation Common Stock position as of Q4 2019 after selling out during the quarter.
Creative Planning sold 13,894 CenterState Bank Corporation Common Stock shares in Q4 2019, an estimated $333K.
Creative Planning first reported a position in CenterState Bank Corporation Common Stock in Q2 2013 and held it in 26 quarters.
Creative Planning's CenterState Bank Corporation Common Stock position peaked at $436K in Q3 2018.
257 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.