IA
STBZ

IFP Advisors’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

IFP Advisors’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
2017
Q4 		– Sell
-57
Closed -$2K – 4292
2017
Q3 		$2K Buy
+57
New +$1.54K ﹤0.01% 3839

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 $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IFP Advisors's STBZ Position: Q4 2017 in Review

IFP Advisors sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q4 2017, closing a stake of 57 shares — an estimated $2K sold.

IFP Advisors first reported a position in STBZ in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 136 funds tracked by Wall St. Rank hold STBZ as of Q4 2017.

  • IFP Advisors reported no remaining State Bank Financial Corporation. Common Stock position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 57 State Bank Financial Corporation. Common Stock shares in Q4 2017, an estimated $2K.
  • IFP Advisors first reported a position in State Bank Financial Corporation. Common Stock in Q3 2017 and held it in 1 quarter.
  • IFP Advisors's State Bank Financial Corporation. Common Stock position peaked at $2K in Q3 2017.
  • 136 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.