Carroll Financial Associates’s CHS Inc 8% Preferred Stock CHSCP Stock Holding History

Carroll Financial Associates’s Portfolio CHSCP Stock Details CHSCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-166	Closed	-$4K	–	876
2013 Q4	$4K	Hold	166	–	–	﹤0.01%	634
2013 Q3	$4K	Hold	166	–	–	﹤0.01%	624
2013 Q2	$0	Buy	+166	New	+$5.4K	﹤0.01%	624

Other funds holding CHSCP

BCA

Benchmark Capital Advisors New York $101M AUM 0.8% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Carroll Financial Associates's CHSCP Position: Q1 2014 in Review

Carroll Financial Associates sold out of CHS Inc 8% Preferred Stock (CHSCP) in Q1 2014, closing a stake of 166 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in CHSCP in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2013. 3 funds tracked by Wall St. Rank hold CHSCP as of Q1 2014.

Carroll Financial Associates reported no remaining CHS Inc 8% Preferred Stock position as of Q1 2014 after selling out during the quarter.
Carroll Financial Associates sold 166 CHS Inc 8% Preferred Stock shares in Q1 2014, an estimated $4K.
Carroll Financial Associates first reported a position in CHS Inc 8% Preferred Stock in Q2 2013 and held it in 3 quarters.
Carroll Financial Associates's CHS Inc 8% Preferred Stock position peaked at $4K in Q4 2013.
3 funds tracked by Wall St. Rank held CHS Inc 8% Preferred Stock as of Q1 2014.

Based on Carroll Financial Associates's 13F filing for Q1 2014, filed 2 May 2014.