RFA
STBZ

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

Reilly Financial 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
-1,732
Closed -$52K – 1068
2018
Q3 		$52K Buy
+1,732
New +$56K 0.01% 357

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

Reilly Financial Advisors's STBZ Position: Q4 2018 in Review

Reilly Financial Advisors sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q4 2018, closing a stake of 1,732 shares — an estimated $52K sold.

Reilly Financial Advisors first reported a position in STBZ in Q3 2018 and held it in 1 quarter. The position peaked at $52K in Q3 2018. 142 funds tracked by Wall St. Rank hold STBZ as of Q4 2018.

  • Reilly Financial Advisors reported no remaining State Bank Financial Corporation. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,732 State Bank Financial Corporation. Common Stock shares in Q4 2018, an estimated $52K.
  • Reilly Financial Advisors first reported a position in State Bank Financial Corporation. Common Stock in Q3 2018 and held it in 1 quarter.
  • Reilly Financial Advisors's State Bank Financial Corporation. Common Stock position peaked at $52K in Q3 2018.
  • 142 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.