Aptus Capital Advisors’s Carolina Financial Corp. CARO Stock Holding History

Aptus Capital 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	-14,376	Closed	-$372K	–	479
2020 Q1	$372K	Buy	14,376 +1,014	+8%	+$35.4K	0.03%	206
2019 Q4	$578K	Buy	13,362 +2,197	+20%	+$86.6K	0.04%	244
2019 Q3	$397K	Sell	11,165 -2,873	-20%	-$100K	0.02%	294
2019 Q2	$492K	Buy	+14,038	New	+$501K	0.07%	239

Aptus Capital Advisors's CARO Position: Q2 2020 in Review

Aptus Capital Advisors sold out of Carolina Financial Corp. (CARO) in Q2 2020, closing a stake of 14,376 shares — an estimated $372K sold.

Aptus Capital Advisors first reported a position in CARO in Q2 2019 and held it in 4 quarters. The position peaked at $578K in Q4 2019. 0 funds tracked by Wall St. Rank hold CARO as of Q2 2020.

Aptus Capital Advisors reported no remaining Carolina Financial Corp. position as of Q2 2020 after selling out during the quarter.
Aptus Capital Advisors sold 14,376 Carolina Financial Corp. shares in Q2 2020, an estimated $372K.
Aptus Capital Advisors first reported a position in Carolina Financial Corp. in Q2 2019 and held it in 4 quarters.
Aptus Capital Advisors's Carolina Financial Corp. position peaked at $578K in Q4 2019.
0 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2020.

Based on Aptus Capital Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.