MYIA
CARO

Mount Yale Investment Advisors’s Carolina Financial Corp. CARO Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-4,259
Closed -$144K – 902
2018
Q3 		$144K Buy
4,259
+309
+8% +$12.8K 0.03% 340
2018
Q2 		$170K Sell
3,950
-54
-1% -$2.24K 0.03% 322
2018
Q1 		$157K Buy
+4,004
New +$158K 0.03% 326

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Mount Yale Investment Advisors's CARO Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Carolina Financial Corp. (CARO) in Q4 2018, closing a stake of 4,259 shares — an estimated $144K sold.

Mount Yale Investment Advisors first reported a position in CARO in Q1 2018 and held it in 3 quarters. The position peaked at $170K in Q2 2018. 108 funds tracked by Wall St. Rank hold CARO as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Carolina Financial Corp. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,259 Carolina Financial Corp. shares in Q4 2018, an estimated $144K.
  • Mount Yale Investment Advisors first reported a position in Carolina Financial Corp. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Carolina Financial Corp. position peaked at $170K in Q2 2018.
  • 108 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.