EMFAT
CART

Emerald Mutual Fund Advisers Trust’s Carolina Trust BancShares CART Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio CART Stock Details CART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-344,000
Closed -$2.61M – 231
2018
Q4 		$2.61M Hold
344,000
– – 0.12% 169
2018
Q3 		$2.83M Hold
344,000
– – 0.1% 199
2018
Q2 		$2.83M Buy
+344,000
New +$2.85M 0.1% 193

Other funds holding CART

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SC
Southside Capital Miami Beach, Florida $382M AUM 30.29% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's CART Position: Q1 2019 in Review

Emerald Mutual Fund Advisers Trust sold out of Carolina Trust BancShares (CART) in Q1 2019, closing a stake of 344,000 shares — an estimated $2.61M sold.

Emerald Mutual Fund Advisers Trust first reported a position in CART in Q2 2018 and held it in 3 quarters. The position peaked at $2.83M in Q2 2018. 24 funds tracked by Wall St. Rank hold CART as of Q1 2019.

  • Emerald Mutual Fund Advisers Trust reported no remaining Carolina Trust BancShares position as of Q1 2019 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 344,000 Carolina Trust BancShares shares in Q1 2019, an estimated $2.61M.
  • Emerald Mutual Fund Advisers Trust first reported a position in Carolina Trust BancShares in Q2 2018 and held it in 3 quarters.
  • Emerald Mutual Fund Advisers Trust's Carolina Trust BancShares position peaked at $2.83M in Q2 2018.
  • 24 funds tracked by Wall St. Rank held Carolina Trust BancShares as of Q1 2019.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2019, filed 1 May 2019.