TrueWealth LLC’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

TrueWealth LLC’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
2019 Q1	–	Sell	-1,500	Closed	-$32K	–	775
2018 Q4	$32K	Hold	1,500	–	–	0.02%	305
2018 Q3	$45K	Hold	1,500	–	–	0.02%	284
2018 Q2	$50K	Buy	+1,500	New	+$49.3K	0.02%	266

TrueWealth LLC's STBZ Position: Q1 2019 in Review

TrueWealth LLC sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q1 2019, closing a stake of 1,500 shares — an estimated $32K sold.

TrueWealth LLC first reported a position in STBZ in Q2 2018 and held it in 3 quarters. The position peaked at $50K in Q2 2018. 0 funds tracked by Wall St. Rank hold STBZ as of Q1 2019.

TrueWealth LLC reported no remaining State Bank Financial Corporation. Common Stock position as of Q1 2019 after selling out during the quarter.
TrueWealth LLC sold 1,500 State Bank Financial Corporation. Common Stock shares in Q1 2019, an estimated $32K.
TrueWealth LLC first reported a position in State Bank Financial Corporation. Common Stock in Q2 2018 and held it in 3 quarters.
TrueWealth LLC's State Bank Financial Corporation. Common Stock position peaked at $50K in Q2 2018.
0 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.