Principal Financial Group
STBZ

Principal Financial Group’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

Principal Financial Group’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
-8,432
Closed -$254K – 2372
2018
Q3 		$254K Buy
8,432
+210
+3% +$6.79K ﹤0.01% 2115
2018
Q2 		$275K Buy
8,222
+1,472
+22% +$48.4K ﹤0.01% 2092
2018
Q1 		$203K Buy
+6,750
New +$204K ﹤0.01% 2108
2017
Q4 		– Sell
-13,479
Closed -$386K – 2298
2017
Q3 		$386K Hold
13,479
– – ﹤0.01% 1972
2017
Q2 		$366K Buy
+13,479
New +$354K ﹤0.01% 2010

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

Principal Financial Group's STBZ Position: Q4 2018 in Review

Principal Financial Group sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q4 2018, closing a stake of 8,432 shares — an estimated $254K sold.

Principal Financial Group first reported a position in STBZ in Q2 2017 and held it in 5 quarters. The position peaked at $386K in Q3 2017. 142 funds tracked by Wall St. Rank hold STBZ as of Q4 2018.

  • Principal Financial Group reported no remaining State Bank Financial Corporation. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Principal Financial Group sold 8,432 State Bank Financial Corporation. Common Stock shares in Q4 2018, an estimated $254K.
  • Principal Financial Group first reported a position in State Bank Financial Corporation. Common Stock in Q2 2017 and held it in 5 quarters.
  • Principal Financial Group's State Bank Financial Corporation. Common Stock position peaked at $386K in Q3 2017.
  • 142 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q4 2018.

Based on Principal Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.