Carroll Financial Associates’s PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) PC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,500	Closed	-$15K	–	1290
2016 Q4	$15K	Hold	1,500	–	–	﹤0.01%	708
2016 Q3	$15K	Hold	1,500	–	–	﹤0.01%	732
2016 Q2	$12K	Hold	1,500	–	–	﹤0.01%	755
2016 Q1	$13K	Buy	+1,500	New	+$13K	﹤0.01%	716

Other funds holding PC

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

ANI

American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

RHBC

R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

QCG

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Carroll Financial Associates's PC Position: Q1 2017 in Review

Carroll Financial Associates sold out of PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) (PC) in Q1 2017, closing a stake of 1,500 shares — an estimated $15K sold.

Carroll Financial Associates first reported a position in PC in Q1 2016 and held it in 4 quarters. The position peaked at $15K in Q4 2016. 15 funds tracked by Wall St. Rank hold PC as of Q1 2017.

Carroll Financial Associates reported no remaining PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position as of Q1 2017 after selling out during the quarter.
Carroll Financial Associates sold 1,500 PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) shares in Q1 2017, an estimated $15K.
Carroll Financial Associates first reported a position in PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) in Q1 2016 and held it in 4 quarters.
Carroll Financial Associates's PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position peaked at $15K in Q4 2016.
15 funds tracked by Wall St. Rank held PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) as of Q1 2017.

Based on Carroll Financial Associates's 13F filing for Q1 2017, filed 11 Apr 2017.