WP
CSFL

WealthPLAN Partners’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-400
Closed -$6 – 1098
2016
Q2 		$6 Buy
+400
New +$6.22K ﹤0.01% 2554

Other funds holding CSFL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's CSFL Position: Q3 2016 in Review

WealthPLAN Partners sold out of CenterState Bank Corporation Common Stock (CSFL) in Q3 2016, closing a stake of 400 shares — an estimated $6 sold.

WealthPLAN Partners first reported a position in CSFL in Q2 2016 and held it in 1 quarter. The position peaked at $6 in Q2 2016. 161 funds tracked by Wall St. Rank hold CSFL as of Q3 2016.

  • WealthPLAN Partners reported no remaining CenterState Bank Corporation Common Stock position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 400 CenterState Bank Corporation Common Stock shares in Q3 2016, an estimated $6.
  • WealthPLAN Partners first reported a position in CenterState Bank Corporation Common Stock in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's CenterState Bank Corporation Common Stock position peaked at $6 in Q2 2016.
  • 161 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.