WP
STBZ

WealthPLAN Partners’s State Bank Financial Corporation. Common Stock STBZ Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$8.97K Sell
398
-14,943
-97% -$332K ﹤0.01% 617
2016
Q2 		$8.4K Buy
+15,341
New +$316K ﹤0.01% 1803

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 $462B AUM 39.16% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WealthPLAN Partners's STBZ Position: Q3 2016 in Review

WealthPLAN Partners reduced its State Bank Financial Corporation. Common Stock (STBZ) stake by 97% in Q3 2016, selling an estimated $332K and leaving 398 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

WealthPLAN Partners first reported a position in STBZ in Q2 2016 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold STBZ as of Q3 2016.

  • WealthPLAN Partners held 398 shares of State Bank Financial Corporation. Common Stock worth $8.97K as of Q3 2016.
  • WealthPLAN Partners sold 14,943 State Bank Financial Corporation. Common Stock shares in Q3 2016, an estimated $332K.
  • State Bank Financial Corporation. Common Stock made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #617 holding.
  • WealthPLAN Partners first reported a position in State Bank Financial Corporation. Common Stock in Q2 2016 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held State Bank Financial Corporation. Common Stock as of Q3 2016.

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