Piermont Capital Management’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

Piermont Capital Management’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 Q2	–	Sell	-21,520	Closed	-$646K	–	277
2018 Q1	$646K	Buy	21,520 +460	+2%	+$13.9K	0.22%	135
2017 Q4	$628K	Hold	21,060	–	–	0.21%	132
2017 Q3	$603K	Hold	21,060	–	–	0.2%	136
2017 Q2	$571K	Sell	21,060 -5,299	-20%	-$139K	0.16%	219
2017 Q1	$688K	Sell	26,359 -2,410	-8%	-$63.8K	0.16%	205
2016 Q4	$773K	Sell	28,769 -2,556	-8%	-$62.3K	0.18%	183
2016 Q3	$715K	Buy	+31,325	New	+$697K	0.17%	194
2015 Q1	–	Sell	-67,727	Closed	-$1.35M	–	264
2014 Q4	$1.35M	Sell	67,727 -830	-1%	-$15.2K	0.48%	91
2014 Q3	$1.11M	Sell	68,557 -290	-0.4%	-$4.83K	0.43%	96
2014 Q2	$1.16M	Buy	68,847 +11,687	+20%	+$195K	0.45%	99
2014 Q1	$1.01M	Buy	+57,160	New	+$995K	0.49%	99

Other funds holding STBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Piermont Capital Management's STBZ Position: Q2 2018 in Review

Piermont Capital Management sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q2 2018, closing a stake of 21,520 shares — an estimated $646K sold.

Piermont Capital Management first reported a position in STBZ in Q1 2014 and held it in 11 quarters. The position peaked at $1.35M in Q4 2014. 161 funds tracked by Wall St. Rank hold STBZ as of Q2 2018.

Piermont Capital Management reported no remaining State Bank Financial Corporation. Common Stock position as of Q2 2018 after selling out during the quarter.
Piermont Capital Management sold 21,520 State Bank Financial Corporation. Common Stock shares in Q2 2018, an estimated $646K.
Piermont Capital Management first reported a position in State Bank Financial Corporation. Common Stock in Q1 2014 and held it in 11 quarters.
Piermont Capital Management's State Bank Financial Corporation. Common Stock position peaked at $1.35M in Q4 2014.
161 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q2 2018.

Based on Piermont Capital Management's 13F filing for Q2 2018, filed 10 Aug 2018.