IA
CARB

IFP Advisors’s Carbonite Inc CARB Stock Holding History

IFP Advisors’s Portfolio CARB Stock Details CARB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,500
Closed -$33K – 4255
2017
Q3 		$33K Buy
1,500
+500
+50% +$10.6K ﹤0.01% 2283
2017
Q2 		$22K Buy
1,000
+500
+100% +$10.3K ﹤0.01% 2539
2017
Q1 		$10K Hold
500
– – ﹤0.01% 2953
2016
Q4 		$8K Buy
+500
New +$8.53K ﹤0.01% 3076

Other funds holding CARB

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
RI
Redwood Investments Boston, Massachusetts $267M AUM 11.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

IFP Advisors's CARB Position: Q4 2017 in Review

IFP Advisors sold out of Carbonite Inc (CARB) in Q4 2017, closing a stake of 1,500 shares — an estimated $33K sold.

IFP Advisors first reported a position in CARB in Q4 2016 and held it in 4 quarters. The position peaked at $33K in Q3 2017. 144 funds tracked by Wall St. Rank hold CARB as of Q4 2017.

  • IFP Advisors reported no remaining Carbonite Inc position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 1,500 Carbonite Inc shares in Q4 2017, an estimated $33K.
  • IFP Advisors first reported a position in Carbonite Inc in Q4 2016 and held it in 4 quarters.
  • IFP Advisors's Carbonite Inc position peaked at $33K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held Carbonite Inc as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.