Creative Planning
CARO

Creative Planning’s Carolina Financial Corp. CARO Stock Holding History

Creative Planning’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$10K – 4213
2017
Q2 		$10K Buy
+300
New +$9.21K ﹤0.01% 3656

Other funds holding CARO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's CARO Position: Q3 2017 in Review

Creative Planning sold out of Carolina Financial Corp. (CARO) in Q3 2017, closing a stake of 300 shares — an estimated $10K sold.

Creative Planning first reported a position in CARO in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 88 funds tracked by Wall St. Rank hold CARO as of Q3 2017.

  • Creative Planning reported no remaining Carolina Financial Corp. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 300 Carolina Financial Corp. shares in Q3 2017, an estimated $10K.
  • Creative Planning first reported a position in Carolina Financial Corp. in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Carolina Financial Corp. position peaked at $10K in Q2 2017.
  • 88 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.