CI
FSB

Cavalier Investments’s Franklin Financial Network, Inc. FSB Stock Holding History

Cavalier Investments’s Portfolio FSB Stock Details FSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,300
Closed -$310K – 160
2016
Q3 		$310K Hold
8,300
– – 0.19% 84
2016
Q2 		$260K Buy
+8,300
New +$249K 0.15% 102

Other funds holding FSB

NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
PAM
PT Asset Management Chicago, Illinois $13.7M AUM 9.34% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $94.5M AUM 10.64% 1-Year Est. Return

Cavalier Investments's FSB Position: Q4 2016 in Review

Cavalier Investments sold out of Franklin Financial Network, Inc. (FSB) in Q4 2016, closing a stake of 8,300 shares — an estimated $310K sold.

Cavalier Investments first reported a position in FSB in Q2 2016 and held it in 2 quarters. The position peaked at $310K in Q3 2016. 113 funds tracked by Wall St. Rank hold FSB as of Q4 2016.

  • Cavalier Investments reported no remaining Franklin Financial Network, Inc. position as of Q4 2016 after selling out during the quarter.
  • Cavalier Investments sold 8,300 Franklin Financial Network, Inc. shares in Q4 2016, an estimated $310K.
  • Cavalier Investments first reported a position in Franklin Financial Network, Inc. in Q2 2016 and held it in 2 quarters.
  • Cavalier Investments's Franklin Financial Network, Inc. position peaked at $310K in Q3 2016.
  • 113 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.