Evercore Wealth Management’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Evercore Wealth Management’s Portfolio CBF Stock Details CBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-147	Closed	-$4K	–	1027
2014 Q3	$4K	Hold	147	–	–	﹤0.01%	888
2014 Q2	$3K	Hold	147	–	–	﹤0.01%	967
2014 Q1	$4K	Hold	147	–	–	﹤0.01%	878
2013 Q4	$3K	Hold	147	–	–	﹤0.01%	822
2013 Q3	$3K	Hold	147	–	–	﹤0.01%	941
2013 Q2	$3K	Buy	+147	New	+$2.59K	﹤0.01%	774

Other funds holding CBF

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Evercore Wealth Management's CBF Position: Q4 2014 in Review

Evercore Wealth Management sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2014, closing a stake of 147 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in CBF in Q2 2013 and held it in 6 quarters. The position peaked at $4K in Q3 2014. 97 funds tracked by Wall St. Rank hold CBF as of Q4 2014.

Evercore Wealth Management reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2014 after selling out during the quarter.
Evercore Wealth Management sold 147 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2014, an estimated $4K.
Evercore Wealth Management first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q2 2013 and held it in 6 quarters.
Evercore Wealth Management's Capital Bank Financial Corp. Class A Common Stock position peaked at $4K in Q3 2014.
97 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.