OWA
STBZ

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

One Wealth 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
2018
Q4 		– Sell
-3,192
Closed -$96K – 568
2018
Q3 		$96K Sell
3,192
-33
-1% -$1.07K 0.07% 199
2018
Q2 		$108K Hold
3,225
– – 0.09% 183
2018
Q1 		$97K Sell
3,225
-155
-5% -$4.68K 0.09% 178
2017
Q4 		$101K Buy
+3,380
New +$99.5K 0.08% 195

Other funds holding STBZ

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

One Wealth Advisors's STBZ Position: Q4 2018 in Review

One Wealth Advisors sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q4 2018, closing a stake of 3,192 shares — an estimated $96K sold.

One Wealth Advisors first reported a position in STBZ in Q4 2017 and held it in 4 quarters. The position peaked at $108K in Q2 2018. 142 funds tracked by Wall St. Rank hold STBZ as of Q4 2018.

  • One Wealth Advisors reported no remaining State Bank Financial Corporation. Common Stock position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 3,192 State Bank Financial Corporation. Common Stock shares in Q4 2018, an estimated $96K.
  • One Wealth Advisors first reported a position in State Bank Financial Corporation. Common Stock in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's State Bank Financial Corporation. Common Stock position peaked at $108K in Q2 2018.
  • 142 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.