Creative Planning’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-15,312
| Closed | -$331K | – | 2141 |
|
|
2018
Q4 | $331K | Sell |
15,312
-714
| -4% | -$17.8K | ﹤0.01% | 1177 |
|
|
2018
Q3 | $484K | Sell |
16,026
-611
| -4% | -$19.8K | ﹤0.01% | 1096 |
|
|
2018
Q2 | $556K | Sell |
16,637
-279
| -2% | -$9.17K | ﹤0.01% | 1016 |
|
|
2018
Q1 | $508K | Sell |
16,916
-400
| -2% | -$12.1K | ﹤0.01% | 1077 |
|
|
2017
Q4 | $517K | Sell |
17,316
-1,300
| -7% | -$38.3K | ﹤0.01% | 1055 |
|
|
2017
Q3 | $533K | Sell |
18,616
-236
| -1% | -$6.38K | ﹤0.01% | 1025 |
|
|
2017
Q2 | $511K | Buy |
18,852
+900
| +5% | +$23.6K | ﹤0.01% | 1000 |
|
|
2017
Q1 | $469K | Buy |
17,952
+5,028
| +39% | +$133K | ﹤0.01% | 1021 |
|
|
2016
Q4 | $347K | Sell |
12,924
-7,518
| -37% | -$183K | ﹤0.01% | 1118 |
|
|
2016
Q3 | $466K | Buy |
20,442
+930
| +5% | +$20.7K | ﹤0.01% | 933 |
|
|
2016
Q2 | $397K | Sell |
19,512
-131
| -0.7% | -$2.69K | ﹤0.01% | 898 |
|
|
2016
Q1 | $388K | Sell |
19,643
-266
| -1% | -$5.16K | ﹤0.01% | 860 |
|
|
2015
Q4 | $419K | Hold |
19,909
| – | – | ﹤0.01% | 846 |
|
|
2015
Q3 | $412K | Buy |
19,909
+6,000
| +43% | +$124K | ﹤0.01% | 819 |
|
|
2015
Q2 | $302K | Hold |
13,909
| – | – | ﹤0.01% | 795 |
|
|
2015
Q1 | $292K | Buy |
+13,909
| New | +$275K | ﹤0.01% | 1006 |
|
|
2014
Q3 | – | Sell |
-175
| Closed | -$3K | – | 4240 |
|
|
2014
Q2 | $3K | Buy |
+175
| New | +$2.92K | ﹤0.01% | 3442 |
|
Creative Planning's STBZ Position: Q1 2019 in Review
Creative Planning sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q1 2019, closing a stake of 15,312 shares — an estimated $331K sold.
Creative Planning first reported a position in STBZ in Q2 2014 and held it in 17 quarters. The position peaked at $556K in Q2 2018. 0 funds tracked by Wall St. Rank hold STBZ as of Q1 2019.
- Creative Planning reported no remaining State Bank Financial Corporation. Common Stock position as of Q1 2019 after selling out during the quarter.
- Creative Planning sold 15,312 State Bank Financial Corporation. Common Stock shares in Q1 2019, an estimated $331K.
- Creative Planning first reported a position in State Bank Financial Corporation. Common Stock in Q2 2014 and held it in 17 quarters.
- Creative Planning's State Bank Financial Corporation. Common Stock position peaked at $556K in Q2 2018.
- 0 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q1 2019.
Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.