AH
CBF

Achievement Holdings’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Achievement Holdings’s Portfolio CBF Stock Details CBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-81,615
Closed -$2.47M – 152
2015
Q3 		$2.47M Buy
+81,615
New +$2.45M 0.21% 93

Other funds holding CBF

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RO
Reservoir Operations New York $13.2M AUM 10.2% 1-Year Est. Return

Achievement Holdings's CBF Position: Q4 2015 in Review

Achievement Holdings sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2015, closing a stake of 81,615 shares — an estimated $2.47M sold.

Achievement Holdings first reported a position in CBF in Q3 2015 and held it in 1 quarter. The position peaked at $2.47M in Q3 2015. 108 funds tracked by Wall St. Rank hold CBF as of Q4 2015.

  • Achievement Holdings reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2015 after selling out during the quarter.
  • Achievement Holdings sold 81,615 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2015, an estimated $2.47M.
  • Achievement Holdings first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q3 2015 and held it in 1 quarter.
  • Achievement Holdings's Capital Bank Financial Corp. Class A Common Stock position peaked at $2.47M in Q3 2015.
  • 108 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2015.

Based on Achievement Holdings's 13F filing for Q4 2015.