YorkBridge Wealth Partners’s CenterState Bank Corporation Common Stock CSFL Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-437	Closed	-$10K	–	743
2019 Q2	$10K	Sell	437 -169	-28%	-$3.97K	﹤0.01%	572
2019 Q1	$14K	Sell	606 -537	-47%	-$13.3K	0.01%	524
2018 Q4	$24K	Buy	1,143 +255	+29%	+$6.18K	0.01%	420
2018 Q3	$24K	Hold	888	–	–	0.01%	487
2018 Q2	$26K	Sell	888 -127	-13%	-$3.77K	0.01%	469
2018 Q1	$27K	Buy	1,015 +146	+17%	+$3.91K	0.01%	455
2017 Q4	$23K	Sell	869 -29	-3%	-$773	0.01%	476
2017 Q3	$24K	Hold	898	–	–	0.01%	480
2017 Q2	$23K	Hold	898	–	–	0.01%	476
2017 Q1	$23K	Buy	898 +331	+58%	+$8.31K	0.01%	481
2016 Q4	$13K	Buy	+567	New	+$12.1K	0.01%	546

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

YorkBridge Wealth Partners's CSFL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of CenterState Bank Corporation Common Stock (CSFL) in Q3 2019, closing a stake of 437 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in CSFL in Q4 2016 and held it in 11 quarters. The position peaked at $27K in Q1 2018. 245 funds tracked by Wall St. Rank hold CSFL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining CenterState Bank Corporation Common Stock position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 437 CenterState Bank Corporation Common Stock shares in Q3 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in CenterState Bank Corporation Common Stock in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's CenterState Bank Corporation Common Stock position peaked at $27K in Q1 2018.
245 funds tracked by Wall St. Rank held CenterState Bank Corporation Common Stock as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.