LWA
CBF

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

Lenox Wealth 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
2013
Q4 		– Sell
-122
Closed -$3K – 424
2013
Q3 		$3K Buy
+122
New +$2.47K ﹤0.01% 222

Other funds holding CBF

CPI
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 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
RO
Reservoir Operations New York $13.2M AUM 10.2% 1-Year Est. Return

Lenox Wealth Advisors's CBF Position: Q4 2013 in Review

Lenox Wealth Advisors sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2013, closing a stake of 122 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in CBF in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 107 funds tracked by Wall St. Rank hold CBF as of Q4 2013.

  • Lenox Wealth Advisors reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 122 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2013, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q3 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Capital Bank Financial Corp. Class A Common Stock position peaked at $3K in Q3 2013.
  • 107 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2013.

Based on Lenox Wealth Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.