FLI
CARO

Family Legacy Inc’s Carolina Financial Corp. CARO Stock Holding History

Family Legacy Inc’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
2019
Q1 		– Sell
-200
Closed -$6K – 175
2018
Q4 		$6K Hold
200
– – 0.01% 153
2018
Q3 		$8K Hold
200
– – 0.01% 151
2018
Q2 		$9K Buy
+200
New +$8.3K 0.01% 149

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
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 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

Family Legacy Inc's CARO Position: Q1 2019 in Review

Family Legacy Inc sold out of Carolina Financial Corp. (CARO) in Q1 2019, closing a stake of 200 shares — an estimated $6K sold.

Family Legacy Inc first reported a position in CARO in Q2 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 111 funds tracked by Wall St. Rank hold CARO as of Q1 2019.

  • Family Legacy Inc reported no remaining Carolina Financial Corp. position as of Q1 2019 after selling out during the quarter.
  • Family Legacy Inc sold 200 Carolina Financial Corp. shares in Q1 2019, an estimated $6K.
  • Family Legacy Inc first reported a position in Carolina Financial Corp. in Q2 2018 and held it in 3 quarters.
  • Family Legacy Inc's Carolina Financial Corp. position peaked at $9K in Q2 2018.
  • 111 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q1 2019.

Based on Family Legacy Inc's 13F filing for Q1 2019, filed 6 May 2019.