EWM
CBF
Evercore Wealth Management’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$3K | ﹤0.01% | 774 |
|