LPL Financial
CARO

LPL Financial’s Carolina Financial Corp. CARO Stock Holding History

LPL Financial’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,695
Closed -$202K – 3346
2018
Q2 		$202K Buy
+4,695
New +$195K ﹤0.01% 2978

Other funds holding CARO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

LPL Financial's CARO Position: Q3 2018 in Review

LPL Financial sold out of Carolina Financial Corp. (CARO) in Q3 2018, closing a stake of 4,695 shares — an estimated $202K sold.

LPL Financial first reported a position in CARO in Q2 2018 and held it in 1 quarter. The position peaked at $202K in Q2 2018. 116 funds tracked by Wall St. Rank hold CARO as of Q3 2018.

  • LPL Financial reported no remaining Carolina Financial Corp. position as of Q3 2018 after selling out during the quarter.
  • LPL Financial sold 4,695 Carolina Financial Corp. shares in Q3 2018, an estimated $202K.
  • LPL Financial first reported a position in Carolina Financial Corp. in Q2 2018 and held it in 1 quarter.
  • LPL Financial's Carolina Financial Corp. position peaked at $202K in Q2 2018.
  • 116 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q3 2018.

Based on LPL Financial's 13F filing for Q3 2018, filed 14 Nov 2018.