IA
CBF

IFP Advisors’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

IFP Advisors’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
2017
Q4 		– Sell
-891
Closed -$37K – 4351
2017
Q3 		$37K Buy
891
+815
+1,072% +$31.1K ﹤0.01% 2194
2017
Q2 		$3K Buy
76
+47
+162% +$1.86K ﹤0.01% 3681
2017
Q1 		$1K Hold
29
– – ﹤0.01% 3928
2016
Q4 		$1K Buy
29
+23
+383% +$806 ﹤0.01% 3922
2016
Q3 		$0 Hold
6
– – ﹤0.01% 4171
2016
Q2 		$0 Buy
+6
New +$182 ﹤0.01% 4231
2016
Q1 		– Sell
-24
Closed -$1K – 4014
2015
Q4 		$1K Buy
+24
New +$780 ﹤0.01% 3641

Other funds holding CBF

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IFP Advisors's CBF Position: Q4 2017 in Review

IFP Advisors sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 891 shares — an estimated $37K sold.

IFP Advisors first reported a position in CBF in Q4 2015 and held it in 7 quarters. The position peaked at $37K in Q3 2017. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

  • IFP Advisors reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 891 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $37K.
  • IFP Advisors first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q4 2015 and held it in 7 quarters.
  • IFP Advisors's Capital Bank Financial Corp. Class A Common Stock position peaked at $37K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2017.

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