Ameritas Investment Partners’s Carolina Financial Corp. CARO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,077
Closed -$54K 3239
2020
Q1
$54K Buy
2,077
+238
+13% +$8.3K ﹤0.01% 1616
2019
Q4
$80K Buy
1,839
+176
+11% +$6.93K ﹤0.01% 1641
2019
Q3
$59K Hold
1,663
﹤0.01% 1792
2019
Q2
$58K Hold
1,663
﹤0.01% 1845
2019
Q1
$58K Hold
1,663
﹤0.01% 1807
2018
Q4
$49K Hold
1,663
﹤0.01% 1830
2018
Q3
$63K Hold
1,663
﹤0.01% 1865
2018
Q2
$71K Hold
1,663
﹤0.01% 1778
2018
Q1
$65K Hold
1,663
﹤0.01% 1766
2017
Q4
$62K Buy
1,663
+400
+32% +$14.8K ﹤0.01% 1807
2017
Q3
$42K Hold
1,263
﹤0.01% 1999
2017
Q2
$41K Buy
1,263
+465
+58% +$14.3K ﹤0.01% 2045
2017
Q1
$24K Buy
+798
New +$24K ﹤0.01% 2313

Ameritas Investment Partners's CARO Position: Q2 2020 in Review

Ameritas Investment Partners sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 2,077 shares — an estimated $54K sold.

Ameritas Investment Partners first reported a position in CARO in Q1 2017 and held it in 13 quarters. The position peaked at $80K in Q4 2019. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.

  • Ameritas Investment Partners reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Partners sold 2,077 Carolina Financial Corp. shares in Q2 2020, an estimated $54K.
  • Ameritas Investment Partners first reported a position in Carolina Financial Corp. in Q1 2017 and held it in 13 quarters.
  • Ameritas Investment Partners's Carolina Financial Corp. position peaked at $80K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.

Based on Ameritas Investment Partners's 13F filing for Q2 2020, filed 5 Aug 2020.