ALPS Advisors’s Carolina Financial Corp. CARO Stock Holding History

ALPS Advisors’s Portfolio CARO Stock Details CARO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-9,091	Closed	-$235K	–	848
2020 Q1	$235K	Buy	+9,091	New	+$317K	﹤0.01%	631
2019 Q3	–	Sell	-10,611	Closed	-$372K	–	1041
2019 Q2	$372K	Sell	10,611 -560	-5%	-$20K	﹤0.01%	723
2019 Q1	$386K	Buy	+11,171	New	+$387K	﹤0.01%	781
2018 Q3	–	Sell	-11,154	Closed	-$479K	–	1117
2018 Q2	$479K	Sell	11,154 -524	-4%	-$21.8K	﹤0.01%	630
2018 Q1	$459K	Sell	11,678 -2,177	-16%	-$86.2K	﹤0.01%	666
2017 Q4	$515K	Hold	13,855	–	–	﹤0.01%	525
2017 Q3	$497K	Buy	+13,855	New	+$466K	﹤0.01%	534

ALPS Advisors's CARO Position: Q2 2020 in Review

ALPS Advisors sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 9,091 shares — an estimated $235K sold.

ALPS Advisors first reported a position in CARO in Q3 2017 and held it in 7 quarters. The position peaked at $515K in Q4 2017. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.

ALPS Advisors reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
ALPS Advisors sold 9,091 Carolina Financial Corp. shares in Q2 2020, an estimated $235K.
ALPS Advisors first reported a position in Carolina Financial Corp. in Q3 2017 and held it in 7 quarters.
ALPS Advisors's Carolina Financial Corp. position peaked at $515K in Q4 2017.
0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.

Based on ALPS Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.