FGC
CARO

Financial Gravity Companies’s Carolina Financial Corp. CARO Stock Holding History

Financial Gravity Companies’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
Q1 		$2K Buy
52
+10
+24% +$396 ﹤0.01% 1030
2017
Q4 		$2K Buy
+42
New +$1.55K ﹤0.01% 1010

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Financial Gravity Companies's CARO Position: Q1 2018 in Review

Financial Gravity Companies increased its Carolina Financial Corp. (CARO) stake by 24% in Q1 2018, buying an estimated $396 and bringing the position to 52 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Financial Gravity Companies first reported a position in CARO in Q4 2017 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold CARO as of Q1 2018.

  • Financial Gravity Companies held 52 shares of Carolina Financial Corp. worth $2K as of Q1 2018.
  • Financial Gravity Companies bought 10 Carolina Financial Corp. shares in Q1 2018, an estimated $396.
  • Carolina Financial Corp. made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1030 holding.
  • Financial Gravity Companies first reported a position in Carolina Financial Corp. in Q4 2017 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.