BC
CBF

Bartlett & Co’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Bartlett & Co’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
2017
Q4 		– Sell
-33
Closed -$1K – 714
2017
Q3 		$1K Hold
33
– – ﹤0.01% 672
2017
Q2 		$1K Hold
33
– – ﹤0.01% 675
2017
Q1 		$1K Hold
33
– – ﹤0.01% 693
2016
Q4 		$1K Hold
33
– – ﹤0.01% 692
2016
Q3 		$1K Hold
33
– – ﹤0.01% 688
2016
Q2 		$1K Hold
33
– – ﹤0.01% 718
2016
Q1 		$1K Hold
33
– – ﹤0.01% 699
2015
Q4 		$1K Hold
33
– – ﹤0.01% 744
2015
Q3 		$1K Hold
33
– – ﹤0.01% 739
2015
Q2 		$1K Hold
33
– – ﹤0.01% 730
2015
Q1 		$1K Hold
33
– – ﹤0.01% 707
2014
Q4 		$1K Hold
33
– – ﹤0.01% 807
2014
Q3 		$1K Hold
33
– – ﹤0.01% 689
2014
Q2 		$1K Hold
33
– – ﹤0.01% 711
2014
Q1 		$1K Hold
33
– – ﹤0.01% 694
2013
Q4 		$1K Hold
33
– – ﹤0.01% 672
2013
Q3 		$1K Hold
33
– – ﹤0.01% 803
2013
Q2 		$1K Buy
+33
New +$581 ﹤0.01% 717

Other funds holding CBF

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bartlett & Co's CBF Position: Q4 2017 in Review

Bartlett & Co sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 33 shares — an estimated $1K sold.

Bartlett & Co first reported a position in CBF in Q2 2013 and held it in 18 quarters. The position peaked at $1K in Q3 2017. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

  • Bartlett & Co reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • Bartlett & Co sold 33 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $1K.
  • Bartlett & Co first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q2 2013 and held it in 18 quarters.
  • Bartlett & Co's Capital Bank Financial Corp. Class A Common Stock position peaked at $1K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2017.

Based on Bartlett & Co's 13F filing for Q4 2017, filed 19 Jan 2018.