United Capital Financial Advisors’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

United Capital Financial Advisors’s Portfolio CSFL Stock Details CSFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-15,203	Closed	-$262K	–	1278
2020 Q1	$262K	Buy	15,203 +2,087	+16%	+$45.2K	﹤0.01%	1003
2019 Q4	$328K	Sell	13,116 -1,279	-9%	-$32K	﹤0.01%	1111
2019 Q3	$345K	Buy	14,395 +770	+6%	+$18K	﹤0.01%	1042
2019 Q2	$314K	Buy	+13,625	New	+$320K	﹤0.01%	1190

Other funds holding CSFL

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

United Capital Financial Advisors's CSFL Position: Q2 2020 in Review

United Capital Financial Advisors sold out of CenterState Bank Corporation Common Stock (CSFL) in Q2 2020, closing a stake of 15,203 shares — an estimated $262K sold.

United Capital Financial Advisors first reported a position in CSFL in Q2 2019 and held it in 4 quarters. The position peaked at $345K in Q3 2019. 2 funds tracked by Wall St. Rank hold CSFL as of Q2 2020.

United Capital Financial Advisors reported no remaining CenterState Bank Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 15,203 CenterState Bank Corporation Common Stock shares in Q2 2020, an estimated $262K.
United Capital Financial Advisors first reported a position in CenterState Bank Corporation Common Stock in Q2 2019 and held it in 4 quarters.
United Capital Financial Advisors's CenterState Bank Corporation Common Stock position peaked at $345K in Q3 2019.
2 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.