GSC
CBF

Ground Swell Capital’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Ground Swell Capital’s Portfolio CBF Stock Details CBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$1K Sell
30
-393
-93% -$9.38K ﹤0.01% 2292
2014
Q2 		$10K Buy
+423
New +$10.2K 0.02% 747

Other funds holding CBF

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
RO
Reservoir Operations New York $13.2M AUM 10.2% 1-Year Est. Return

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

Ground Swell Capital reduced its Capital Bank Financial Corp. Class A Common Stock (CBF) stake by 93% in Q3 2014, selling an estimated $9.38K and leaving 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Ground Swell Capital first reported a position in CBF in Q2 2014 and has held it in 2 quarters since. The position peaked at $10K in Q2 2014. 101 funds tracked by Wall St. Rank hold CBF as of Q3 2014.

  • Ground Swell Capital held 30 shares of Capital Bank Financial Corp. Class A Common Stock worth $1K as of Q3 2014.
  • Ground Swell Capital sold 393 Capital Bank Financial Corp. Class A Common Stock shares in Q3 2014, an estimated $9.38K.
  • Capital Bank Financial Corp. Class A Common Stock made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2292 holding.
  • Ground Swell Capital first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Capital Bank Financial Corp. Class A Common Stock position peaked at $10K in Q2 2014.
  • 101 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q3 2014.

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