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CI
CX Institutional’s
Coastal Financial
CCB
Stock Holding History
CX Institutional’s Portfolio
CCB Stock Details
CCB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-72
Closed
-$1K
–
811
2019
Q2
$1K
Buy
+72
New
+$1.17K
﹤0.01%
822
Other funds holding CCB
EC
EJF Capital
Arlington, Virginia
$142M AUM
23.3%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
FCM
FJ Capital Management
Mclean, Virginia
$888M AUM
18.97%
1-Year Est. Return
GH
Grosvenor Holdings
Chicago, Illinois
$512M AUM
19.57%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
ECA
Endeavour Capital Advisors
Greenwich, Connecticut
$441M AUM
21.38%
1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust
Leola, Pennsylvania
$2.06B AUM
106.87%
1-Year Est. Return
BCM
Basswood Capital Management
New York
$2.12B AUM
19.53%
1-Year Est. Return
CCM
Carlson Capital Management
Northfield, Minnesota
$2.29B AUM
7.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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