CI
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CX Institutional’s Coastal Financial CCB Stock Holding History

CX Institutional’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
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 $150M AUM 32.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
GH
Grosvenor Holdings Chicago, Illinois $512M AUM 19.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

CX Institutional's CCB Position: Q3 2019 in Review

CX Institutional sold out of Coastal Financial (CCB) in Q3 2019, closing a stake of 72 shares — an estimated $1K sold.

CX Institutional first reported a position in CCB in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 62 funds tracked by Wall St. Rank hold CCB as of Q3 2019.

  • CX Institutional reported no remaining Coastal Financial position as of Q3 2019 after selling out during the quarter.
  • CX Institutional sold 72 Coastal Financial shares in Q3 2019, an estimated $1K.
  • CX Institutional first reported a position in Coastal Financial in Q2 2019 and held it in 1 quarter.
  • CX Institutional's Coastal Financial position peaked at $1K in Q2 2019.
  • 62 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2019.

Based on CX Institutional's 13F filing for Q3 2019, filed 10 Oct 2019.