LPL Financial
CSFL

LPL Financial’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

LPL Financial’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
2020
Q1 		– Sell
-9,425
Closed -$235K – 3496
2019
Q4 		$235K Sell
9,425
-1,908
-17% -$47.8K ﹤0.01% 2975
2019
Q3 		$272K Sell
11,333
-1,000
-8% -$23.4K ﹤0.01% 2762
2019
Q2 		$284K Buy
12,333
+1,502
+14% +$35.2K ﹤0.01% 2743
2019
Q1 		$258K Buy
10,831
+33
+0.3% +$816 ﹤0.01% 2764
2018
Q4 		$227K Sell
10,798
-5,120
-32% -$124K ﹤0.01% 2714
2018
Q3 		$446K Sell
15,918
-762
-5% -$22.8K ﹤0.01% 2334
2018
Q2 		$497K Buy
16,680
+851
+5% +$25.3K ﹤0.01% 2197
2018
Q1 		$420K Buy
15,829
+3,601
+29% +$96.5K ﹤0.01% 2314
2017
Q4 		$315K Hold
12,228
– – ﹤0.01% 2449
2017
Q3 		$328K Buy
12,228
+595
+5% +$14.8K ﹤0.01% 2292
2017
Q2 		$289K Sell
11,633
-58
-0.5% -$1.44K ﹤0.01% 2320
2017
Q1 		$300K Sell
11,691
-181
-2% -$4.54K ﹤0.01% 2200
2016
Q4 		$297K Sell
11,872
-2,900
-20% -$61.7K ﹤0.01% 2182
2016
Q3 		$262K Hold
14,772
– – ﹤0.01% 2227
2016
Q2 		$230K Sell
14,772
-15,286
-51% -$238K ﹤0.01% 2290
2016
Q1 		$439K Sell
30,058
-638
-2% -$9.2K ﹤0.01% 2245
2015
Q4 		$479K Buy
30,696
+15,663
+104% +$239K ﹤0.01% 2212
2015
Q3 		$225K Hold
15,033
– – ﹤0.01% 2432
2015
Q2 		$202K Buy
+15,033
New +$190K ﹤0.01% 2623

Other funds holding CSFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial's CSFL Position: Q1 2020 in Review

LPL Financial sold out of CenterState Bank Corporation Common Stock (CSFL) in Q1 2020, closing a stake of 9,425 shares — an estimated $235K sold.

LPL Financial first reported a position in CSFL in Q2 2015 and held it in 19 quarters. The position peaked at $497K in Q2 2018. 231 funds tracked by Wall St. Rank hold CSFL as of Q1 2020.

  • LPL Financial reported no remaining CenterState Bank Corporation Common Stock position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 9,425 CenterState Bank Corporation Common Stock shares in Q1 2020, an estimated $235K.
  • LPL Financial first reported a position in CenterState Bank Corporation Common Stock in Q2 2015 and held it in 19 quarters.
  • LPL Financial's CenterState Bank Corporation Common Stock position peaked at $497K in Q2 2018.
  • 231 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.