XWM
CSFL

Xcel Wealth Management’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

Xcel Wealth Management’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
Q3 		– Sell
-18,314
Closed -$421K – 76
2019
Q2 		$421K Buy
+18,314
New +$430K 0.41% 51

Other funds holding CSFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Xcel Wealth Management's CSFL Position: Q3 2019 in Review

Xcel Wealth Management sold out of CenterState Bank Corporation Common Stock (CSFL) in Q3 2019, closing a stake of 18,314 shares — an estimated $421K sold.

Xcel Wealth Management first reported a position in CSFL in Q2 2019 and held it in 1 quarter. The position peaked at $421K in Q2 2019. 245 funds tracked by Wall St. Rank hold CSFL as of Q3 2019.

  • Xcel Wealth Management reported no remaining CenterState Bank Corporation Common Stock position as of Q3 2019 after selling out during the quarter.
  • Xcel Wealth Management sold 18,314 CenterState Bank Corporation Common Stock shares in Q3 2019, an estimated $421K.
  • Xcel Wealth Management first reported a position in CenterState Bank Corporation Common Stock in Q2 2019 and held it in 1 quarter.
  • Xcel Wealth Management's CenterState Bank Corporation Common Stock position peaked at $421K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q3 2019.

Based on Xcel Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.