AI
CARO

Analytic Investors’s Carolina Financial Corp. CARO Stock Holding History

Analytic Investors’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
2016
Q3 		$555K Buy
+24,838
New +$512K 0.01% 464

Other funds holding CARO

EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Analytic Investors's CARO Position: Q3 2016 in Review

Analytic Investors opened a new position in Carolina Financial Corp. (CARO) in Q3 2016: 24,838 shares worth $555K. The stake represents 0.01% of the portfolio and ranks #464 among its holdings.

57 funds tracked by Wall St. Rank hold CARO as of Q3 2016.

  • Analytic Investors held 24,838 shares of Carolina Financial Corp. worth $555K as of Q3 2016.
  • Carolina Financial Corp. was a new Analytic Investors position in Q3 2016.
  • Carolina Financial Corp. made up 0.01% of Analytic Investors's portfolio in Q3 2016, its #464 holding.
  • 57 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.