WI
STBZ

WBI Investments’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

WBI Investments’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
2017
Q4 		– Sell
-59,510
Closed -$1.71M – 394
2017
Q3 		$1.71M Buy
+59,510
New +$1.61M 0.08% 152
2016
Q2 		– Sell
-21,645
Closed -$428K – 208
2016
Q1 		$428K Buy
+21,645
New +$420K 0.02% 112

Other funds holding STBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WBI Investments's STBZ Position: Q4 2017 in Review

WBI Investments sold out of State Bank Financial Corporation. Common Stock (STBZ) in Q4 2017, closing a stake of 59,510 shares — an estimated $1.71M sold.

WBI Investments first reported a position in STBZ in Q1 2016 and held it in 2 quarters. The position peaked at $1.71M in Q3 2017. 136 funds tracked by Wall St. Rank hold STBZ as of Q4 2017.

  • WBI Investments reported no remaining State Bank Financial Corporation. Common Stock position as of Q4 2017 after selling out during the quarter.
  • WBI Investments sold 59,510 State Bank Financial Corporation. Common Stock shares in Q4 2017, an estimated $1.71M.
  • WBI Investments first reported a position in State Bank Financial Corporation. Common Stock in Q1 2016 and held it in 2 quarters.
  • WBI Investments's State Bank Financial Corporation. Common Stock position peaked at $1.71M in Q3 2017.
  • 136 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q4 2017.

Based on WBI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.