GC
CCB icon

Globeflex Capital’s Coastal Financial CCB Stock Holding History

Globeflex Capital’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-16,479
Closed -$239K – 475
2020
Q2 		$239K Hold
16,479
– – 0.06% 382
2020
Q1 		$173K Hold
16,479
– – 0.05% 377
2019
Q4 		$271K Buy
+16,479
New +$266K 0.05% 389

Other funds holding CCB

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Globeflex Capital's CCB Position: Q3 2020 in Review

Globeflex Capital sold out of Coastal Financial (CCB) in Q3 2020, closing a stake of 16,479 shares — an estimated $239K sold.

Globeflex Capital first reported a position in CCB in Q4 2019 and held it in 3 quarters. The position peaked at $271K in Q4 2019. 61 funds tracked by Wall St. Rank hold CCB as of Q3 2020.

  • Globeflex Capital reported no remaining Coastal Financial position as of Q3 2020 after selling out during the quarter.
  • Globeflex Capital sold 16,479 Coastal Financial shares in Q3 2020, an estimated $239K.
  • Globeflex Capital first reported a position in Coastal Financial in Q4 2019 and held it in 3 quarters.
  • Globeflex Capital's Coastal Financial position peaked at $271K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Coastal Financial as of Q3 2020.

Based on Globeflex Capital's 13F filing for Q3 2020, filed 13 Nov 2020.