EWA
CSFL

Evolution Wealth Advisors’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Evolution Wealth Advisors’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
-88
Closed -$2K – 720
2019
Q3 		$2K Buy
+88
New +$2.06K ﹤0.01% 453

Other funds holding CSFL

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Evolution Wealth Advisors's CSFL Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of CenterState Bank Corporation Common Stock (CSFL) in Q4 2019, closing a stake of 88 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in CSFL in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 257 funds tracked by Wall St. Rank hold CSFL as of Q4 2019.

  • Evolution Wealth Advisors reported no remaining CenterState Bank Corporation Common Stock position as of Q4 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 88 CenterState Bank Corporation Common Stock shares in Q4 2019, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in CenterState Bank Corporation Common Stock in Q3 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's CenterState Bank Corporation Common Stock position peaked at $2K in Q3 2019.
  • 257 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.