BTS
CARO

BB&T Securities’s Carolina Financial Corp. CARO Stock Holding History

BB&T Securities’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
2019
Q3 		$253K Buy
+7,113
New +$248K ﹤0.01% 1402
2019
Q2 		– Sell
-11,659
Closed -$403K – 1701
2019
Q1 		$403K Buy
+11,659
New +$404K ﹤0.01% 1172

Other funds holding CARO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

BB&T Securities's CARO Position: Q3 2019 in Review

BB&T Securities opened a new position in Carolina Financial Corp. (CARO) in Q3 2019: 7,113 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1402 among its holdings. This is a return to the name: BB&T Securities previously reported a position in CARO as recently as Q1 2019.

BB&T Securities first reported a position in CARO in Q1 2019 and has held it in 2 quarters since. The position peaked at $403K in Q1 2019. 110 funds tracked by Wall St. Rank hold CARO as of Q3 2019.

  • BB&T Securities held 7,113 shares of Carolina Financial Corp. worth $253K as of Q3 2019.
  • Carolina Financial Corp. was a new BB&T Securities position in Q3 2019.
  • Carolina Financial Corp. made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1402 holding.
  • BB&T Securities first reported a position in Carolina Financial Corp. in Q1 2019 and has held it in 2 quarters since.
  • BB&T Securities's Carolina Financial Corp. position peaked at $403K in Q1 2019.
  • 110 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.