GSC
CARO

Ground Swell Capital’s Carolina Financial Corp. CARO Stock Holding History

Ground Swell Capital’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
2014
Q3 		$14K Buy
+1,241
New +$12.8K 0.03% 748

Other funds holding CARO

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CIA
CCM Investment Advisers Columbia, South Carolina $1.04B AUM 40.82% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Ground Swell Capital's CARO Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Carolina Financial Corp. (CARO) in Q3 2014: 1,241 shares worth $14K. The stake represents 0.03% of the portfolio and ranks #748 among its holdings.

9 funds tracked by Wall St. Rank hold CARO as of Q3 2014.

  • Ground Swell Capital held 1,241 shares of Carolina Financial Corp. worth $14K as of Q3 2014.
  • Carolina Financial Corp. was a new Ground Swell Capital position in Q3 2014.
  • Carolina Financial Corp. made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #748 holding.
  • 9 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.