Wealthspire Advisors (Maryland)’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-4,814	Closed	-$115K	–	2411
2019 Q1	$115K	Hold	4,814	–	–	0.01%	594
2018 Q4	$101K	Hold	4,814	–	–	0.01%	601
2018 Q3	$135K	Hold	4,814	–	–	0.01%	573
2018 Q2	$144K	Hold	4,814	–	–	0.01%	570
2018 Q1	$128K	Buy	+4,814	New	+$129K	0.01%	615

Other funds holding CSFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CSFL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CenterState Bank Corporation Common Stock (CSFL) in Q2 2019, closing a stake of 4,814 shares — an estimated $115K sold.

Wealthspire Advisors (Maryland) first reported a position in CSFL in Q1 2018 and held it in 5 quarters. The position peaked at $144K in Q2 2018. 255 funds tracked by Wall St. Rank hold CSFL as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining CenterState Bank Corporation Common Stock position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,814 CenterState Bank Corporation Common Stock shares in Q2 2019, an estimated $115K.
Wealthspire Advisors (Maryland) first reported a position in CenterState Bank Corporation Common Stock in Q1 2018 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s CenterState Bank Corporation Common Stock position peaked at $144K in Q2 2018.
255 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.