Catalyst Capital Advisors’s Coastal Financial CCB Stock Holding History

Catalyst Capital Advisors’s Portfolio CCB Stock Details CCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-352	Closed	-$6K	–	422
2019 Q1	$6K	Hold	352	–	–	﹤0.01%	343
2018 Q4	$5K	Hold	352	–	–	﹤0.01%	358
2018 Q3	$6K	Buy	+352	New	+$5.82K	﹤0.01%	379

Other funds holding CCB

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Grosvenor Holdings Chicago, Illinois $512M AUM 19.57% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Catalyst Capital Advisors's CCB Position: Q2 2019 in Review

Catalyst Capital Advisors sold out of Coastal Financial (CCB) in Q2 2019, closing a stake of 352 shares — an estimated $6K sold.

Catalyst Capital Advisors first reported a position in CCB in Q3 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2019. 53 funds tracked by Wall St. Rank hold CCB as of Q2 2019.

Catalyst Capital Advisors reported no remaining Coastal Financial position as of Q2 2019 after selling out during the quarter.
Catalyst Capital Advisors sold 352 Coastal Financial shares in Q2 2019, an estimated $6K.
Catalyst Capital Advisors first reported a position in Coastal Financial in Q3 2018 and held it in 3 quarters.
Catalyst Capital Advisors's Coastal Financial position peaked at $6K in Q1 2019.
53 funds tracked by Wall St. Rank held Coastal Financial as of Q2 2019.

Based on Catalyst Capital Advisors's 13F filing for Q2 2019, filed 8 Aug 2019.