Placemark Investments’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

Placemark Investments’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
2014 Q2	–	Sell	-18,067	Closed	-$320K	–	1699
2014 Q1	$320K	Sell	18,067 -218	-1%	-$3.79K	0.01%	1313
2013 Q4	$333K	Buy	18,285 +279	+2%	+$4.73K	0.01%	1306
2013 Q3	$286K	Sell	18,006 -886	-5%	-$14K	0.01%	1344
2013 Q2	$284K	Buy	+18,892	New	+$288K	0.01%	1305

Other funds holding STBZ

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

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

ACM

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

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

FHC

Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Placemark Investments's STBZ Position: Q2 2014 in Review

Placemark Investments sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q2 2014, closing a stake of 18,067 shares — an estimated $320K sold.

Placemark Investments first reported a position in STBZ in Q2 2013 and held it in 4 quarters. The position peaked at $333K in Q4 2013. 107 funds tracked by Wall St. Rank hold STBZ as of Q2 2014.

Placemark Investments reported no remaining State Bank Financial Corporation. Common Stock position as of Q2 2014 after selling out during the quarter.
Placemark Investments sold 18,067 State Bank Financial Corporation. Common Stock shares in Q2 2014, an estimated $320K.
Placemark Investments first reported a position in State Bank Financial Corporation. Common Stock in Q2 2013 and held it in 4 quarters.
Placemark Investments's State Bank Financial Corporation. Common Stock position peaked at $333K in Q4 2013.
107 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q2 2014.

Based on Placemark Investments's 13F filing for Q2 2014, filed 14 Aug 2014.