Carson Wealth (CWM LLC)
CBF

Carson Wealth (CWM LLC)’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Carson Wealth (CWM LLC)’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
2016
Q4 		– Sell
-119
Closed -$4K – 1238
2016
Q3 		$4K Buy
+119
New +$3.6K ﹤0.01% 863

Other funds holding CBF

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OHCM
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Vanguard Group
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NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CBF Position: Q4 2016 in Review

Carson Wealth (CWM LLC) sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2016, closing a stake of 119 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in CBF in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 148 funds tracked by Wall St. Rank hold CBF as of Q4 2016.

  • Carson Wealth (CWM LLC) reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2016 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 119 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2016, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q3 2016 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Capital Bank Financial Corp. Class A Common Stock position peaked at $4K in Q3 2016.
  • 148 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2016.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2016, filed 19 Jan 2017.