CFA
CGI

Carroll Financial Associates’s Celadon Group Inc CGI Stock Holding History

Carroll Financial Associates’s Portfolio CGI Stock Details CGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-680
Closed -$2K – 1400
2018
Q2 		$2K Hold
680
– – ﹤0.01% 1186
2018
Q1 		$2K Hold
680
– – ﹤0.01% 1175
2017
Q4 		$4K Hold
680
– – ﹤0.01% 1072
2017
Q3 		$3K Hold
680
– – ﹤0.01% 1090
2017
Q2 		$2K Hold
680
– – ﹤0.01% 1122
2017
Q1 		$4K Hold
680
– – ﹤0.01% 1037
2016
Q4 		$4K Buy
+680
New +$5.12K ﹤0.01% 992

Other funds holding CGI

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.2B AUM 22.34% 1-Year Est. Return

Carroll Financial Associates's CGI Position: Q3 2018 in Review

Carroll Financial Associates sold out of Celadon Group Inc (CGI) in Q3 2018, closing a stake of 680 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in CGI in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 6 funds tracked by Wall St. Rank hold CGI as of Q3 2018.

  • Carroll Financial Associates reported no remaining Celadon Group Inc position as of Q3 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 680 Celadon Group Inc shares in Q3 2018, an estimated $2K.
  • Carroll Financial Associates first reported a position in Celadon Group Inc in Q4 2016 and held it in 7 quarters.
  • Carroll Financial Associates's Celadon Group Inc position peaked at $4K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held Celadon Group Inc as of Q3 2018.

Based on Carroll Financial Associates's 13F filing for Q3 2018, filed 30 Oct 2018.