IA
CBF

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

IndexIQ 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
-25,764
Closed -$1.06M – 609
2017
Q3 		$1.06M Buy
25,764
+4,428
+21% +$169K 0.05% 207
2017
Q2 		$813K Buy
+21,336
New +$843K 0.04% 182

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

IndexIQ Advisors's CBF Position: Q4 2017 in Review

IndexIQ Advisors sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 25,764 shares — an estimated $1.06M sold.

IndexIQ Advisors first reported a position in CBF in Q2 2017 and held it in 2 quarters. The position peaked at $1.06M in Q3 2017. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

  • IndexIQ Advisors reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • IndexIQ Advisors sold 25,764 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $1.06M.
  • IndexIQ Advisors first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q2 2017 and held it in 2 quarters.
  • IndexIQ Advisors's Capital Bank Financial Corp. Class A Common Stock position peaked at $1.06M 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 IndexIQ Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.