FGAM
CARO

Financial Gravity Asset Management’s Carolina Financial Corp. CARO Stock Holding History

Financial Gravity Asset Management’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
Q3 		$2K Buy
74
+24
+48% +$994 ﹤0.01% 1043
2018
Q2 		$2K Sell
50
-2
-4% -$83 ﹤0.01% 1062
2018
Q1 		$2K Buy
+52
New +$2.06K ﹤0.01% 1030

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Financial Gravity Asset Management's CARO Position: Q3 2018 in Review

Financial Gravity Asset Management increased its Carolina Financial Corp. (CARO) stake by 48% in Q3 2018, buying an estimated $994 and bringing the position to 74 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Financial Gravity Asset Management first reported a position in CARO in Q1 2018 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold CARO as of Q3 2018.

  • Financial Gravity Asset Management held 74 shares of Carolina Financial Corp. worth $2K as of Q3 2018.
  • Financial Gravity Asset Management bought 24 Carolina Financial Corp. shares in Q3 2018, an estimated $994.
  • Carolina Financial Corp. made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #1043 holding.
  • Financial Gravity Asset Management first reported a position in Carolina Financial Corp. in Q1 2018 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.