GWM
STBZ

Gupta Wealth Management’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$24K Buy
1,205
+705
+141% +$13.7K 0.01% 617
2015
Q4 		$11K Buy
+500
New +$10.9K ﹤0.01% 870

Other funds holding STBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Gupta Wealth Management's STBZ Position: Q1 2016 in Review

Gupta Wealth Management increased its State Bank Financial Corporation. Common Stock (STBZ) stake by 141% in Q1 2016, buying an estimated $13.7K and bringing the position to 1,205 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #617.

Gupta Wealth Management first reported a position in STBZ in Q4 2015 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold STBZ as of Q1 2016.

  • Gupta Wealth Management held 1,205 shares of State Bank Financial Corporation. Common Stock worth $24K as of Q1 2016.
  • Gupta Wealth Management bought 705 State Bank Financial Corporation. Common Stock shares in Q1 2016, an estimated $13.7K.
  • State Bank Financial Corporation. Common Stock made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #617 holding.
  • Gupta Wealth Management first reported a position in State Bank Financial Corporation. Common Stock in Q4 2015 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.