SSWM
STBZ

Sheets Smith Wealth Management’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

Sheets Smith Wealth 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
Q4 		– Sell
-6,754
Closed -$204K – 347
2018
Q3 		$204K Buy
6,754
+91
+1% +$2.94K 0.04% 325
2018
Q2 		$223K Buy
+6,663
New +$219K 0.05% 289

Other funds holding STBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sheets Smith Wealth Management's STBZ Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q4 2018, closing a stake of 6,754 shares — an estimated $204K sold.

Sheets Smith Wealth Management first reported a position in STBZ in Q2 2018 and held it in 2 quarters. The position peaked at $223K in Q2 2018. 142 funds tracked by Wall St. Rank hold STBZ as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining State Bank Financial Corporation. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,754 State Bank Financial Corporation. Common Stock shares in Q4 2018, an estimated $204K.
  • Sheets Smith Wealth Management first reported a position in State Bank Financial Corporation. Common Stock in Q2 2018 and held it in 2 quarters.
  • Sheets Smith Wealth Management's State Bank Financial Corporation. Common Stock position peaked at $223K in Q2 2018.
  • 142 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.