IAA
CLBH

Independent Advisor Alliance’s Carolina Bank Holdings Inc CLBH Stock Holding History

Independent Advisor Alliance’s Portfolio CLBH Stock Details CLBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,669
Closed -$230K – 409
2016
Q4 		$230K Buy
+8,669
New +$196K 0.1% 161

Other funds holding CLBH

BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $94.5M AUM 10.64% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return

Independent Advisor Alliance's CLBH Position: Q1 2017 in Review

Independent Advisor Alliance sold out of Carolina Bank Holdings Inc (CLBH) in Q1 2017, closing a stake of 8,669 shares — an estimated $230K sold.

Independent Advisor Alliance first reported a position in CLBH in Q4 2016 and held it in 1 quarter. The position peaked at $230K in Q4 2016. 8 funds tracked by Wall St. Rank hold CLBH as of Q1 2017.

  • Independent Advisor Alliance reported no remaining Carolina Bank Holdings Inc position as of Q1 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,669 Carolina Bank Holdings Inc shares in Q1 2017, an estimated $230K.
  • Independent Advisor Alliance first reported a position in Carolina Bank Holdings Inc in Q4 2016 and held it in 1 quarter.
  • Independent Advisor Alliance's Carolina Bank Holdings Inc position peaked at $230K in Q4 2016.
  • 8 funds tracked by Wall St. Rank held Carolina Bank Holdings Inc as of Q1 2017.

Based on Independent Advisor Alliance's 13F filing for Q1 2017, filed 9 May 2017.