MYIA
CSFL

Mount Yale Investment Advisors’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-4,512
Closed -$112K – 898
2018
Q3 		$112K Buy
4,512
+148
+3% +$4.42K 0.02% 405
2018
Q2 		$130K Sell
4,364
-53
-1% -$1.57K 0.02% 388
2018
Q1 		$117K Buy
+4,417
New +$118K 0.03% 406

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Yale Investment Advisors's CSFL Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of CenterState Bank Corporation Common Stock (CSFL) in Q4 2018, closing a stake of 4,512 shares — an estimated $112K sold.

Mount Yale Investment Advisors first reported a position in CSFL in Q1 2018 and held it in 3 quarters. The position peaked at $130K in Q2 2018. 252 funds tracked by Wall St. Rank hold CSFL as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining CenterState Bank Corporation Common Stock position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,512 CenterState Bank Corporation Common Stock shares in Q4 2018, an estimated $112K.
  • Mount Yale Investment Advisors first reported a position in CenterState Bank Corporation Common Stock in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's CenterState Bank Corporation Common Stock position peaked at $130K in Q2 2018.
  • 252 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.