MFIMFI
STBZ

Mesirow Financial Investment Management - Fixed Income’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
Q1 		– Sell
-11,803
Closed -$317K – 260
2016
Q4 		$317K Sell
11,803
-1,030
-8% -$25.1K 0.02% 197
2016
Q3 		$293K Hold
12,833
– – 0.02% 196
2016
Q2 		$261K Sell
12,833
-7,591
-37% -$156K 0.02% 209
2016
Q1 		$404K Hold
20,424
– – 0.19% 134
2015
Q4 		$430K Buy
20,424
+973
+5% +$21.2K 0.2% 137
2015
Q3 		$402K Hold
19,451
– – 0.11% 139
2015
Q2 		$422K Hold
19,451
– – 0.1% 140
2015
Q1 		$408K Sell
19,451
-282
-1% -$5.58K 0.1% 137
2014
Q4 		$394K Hold
19,733
– – 0.1% 148
2014
Q3 		$320K Hold
19,733
– – 0.08% 152
2014
Q2 		$334K Hold
19,733
– – 0.08% 160
2014
Q1 		$349K Sell
19,733
-888
-4% -$15.5K 0.08% 153
2013
Q4 		$375K Sell
20,621
-486
-2% -$8.24K 0.1% 159
2013
Q3 		$335K Hold
21,107
– – 0.1% 162
2013
Q2 		$317K Buy
+21,107
New +$322K 0.1% 157

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 $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's STBZ Position: Q1 2017 in Review

Mesirow Financial Investment Management - Fixed Income sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q1 2017, closing a stake of 11,803 shares — an estimated $317K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in STBZ in Q2 2013 and held it in 15 quarters. The position peaked at $430K in Q4 2015. 116 funds tracked by Wall St. Rank hold STBZ as of Q1 2017.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining State Bank Financial Corporation. Common Stock position as of Q1 2017 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 11,803 State Bank Financial Corporation. Common Stock shares in Q1 2017, an estimated $317K.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in State Bank Financial Corporation. Common Stock in Q2 2013 and held it in 15 quarters.
  • Mesirow Financial Investment Management - Fixed Income's State Bank Financial Corporation. Common Stock position peaked at $430K in Q4 2015.
  • 116 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q1 2017.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2017, filed 25 Apr 2017.