PWM
CSFL

Perigon Wealth Management’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Perigon Wealth Management’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
2016
Q4 		– Sell
-2,108
Closed -$37K – 770
2016
Q3 		$37K Buy
+2,108
New +$36.1K 0.01% 338

Other funds holding CSFL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Perigon Wealth Management's CSFL Position: Q4 2016 in Review

Perigon Wealth Management sold out of CenterState Bank Corporation Common Stock (CSFL) in Q4 2016, closing a stake of 2,108 shares — an estimated $37K sold.

Perigon Wealth Management first reported a position in CSFL in Q3 2016 and held it in 1 quarter. The position peaked at $37K in Q3 2016. 166 funds tracked by Wall St. Rank hold CSFL as of Q4 2016.

  • Perigon Wealth Management reported no remaining CenterState Bank Corporation Common Stock position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 2,108 CenterState Bank Corporation Common Stock shares in Q4 2016, an estimated $37K.
  • Perigon Wealth Management first reported a position in CenterState Bank Corporation Common Stock in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's CenterState Bank Corporation Common Stock position peaked at $37K in Q3 2016.
  • 166 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.