Carroll Financial Associates’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Carroll Financial Associates’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	-142	Closed	-$5K	–	1341
2017 Q3	$5K	Hold	142	–	–	﹤0.01%	1005
2017 Q2	$5K	Hold	142	–	–	﹤0.01%	1006
2017 Q1	$6K	Hold	142	–	–	﹤0.01%	963
2016 Q4	$5K	Buy	+142	New	+$4.97K	﹤0.01%	958

Other funds holding CBF

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carroll Financial Associates's CBF Position: Q4 2017 in Review

Carroll Financial Associates sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 142 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in CBF in Q4 2016 and held it in 4 quarters. The position peaked at $6K in Q1 2017. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

Carroll Financial Associates reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
Carroll Financial Associates sold 142 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $5K.
Carroll Financial Associates first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q4 2016 and held it in 4 quarters.
Carroll Financial Associates's Capital Bank Financial Corp. Class A Common Stock position peaked at $6K in Q1 2017.
4 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2017.

Based on Carroll Financial Associates's 13F filing for Q4 2017, filed 18 Jan 2018.