DWA
CARO

Dorsey Wright & Associates’s Carolina Financial Corp. CARO Stock Holding History

Dorsey Wright & Associates’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
2018
Q4 		– Sell
-400
Closed -$15K – 373
2018
Q3 		$15K Buy
+400
New +$16.6K ﹤0.01% 228

Other funds holding CARO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Dorsey Wright & Associates's CARO Position: Q4 2018 in Review

Dorsey Wright & Associates sold out of Carolina Financial Corp. (CARO) in Q4 2018, closing a stake of 400 shares — an estimated $15K sold.

Dorsey Wright & Associates first reported a position in CARO in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 108 funds tracked by Wall St. Rank hold CARO as of Q4 2018.

  • Dorsey Wright & Associates reported no remaining Carolina Financial Corp. position as of Q4 2018 after selling out during the quarter.
  • Dorsey Wright & Associates sold 400 Carolina Financial Corp. shares in Q4 2018, an estimated $15K.
  • Dorsey Wright & Associates first reported a position in Carolina Financial Corp. in Q3 2018 and held it in 1 quarter.
  • Dorsey Wright & Associates's Carolina Financial Corp. position peaked at $15K in Q3 2018.
  • 108 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q4 2018.

Based on Dorsey Wright & Associates's 13F filing for Q4 2018, filed 7 Jan 2019.