NFG
CBF

Next Financial Group’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Next Financial Group’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
Q3 		– Sell
-13
Closed – – 2032
2017
Q2 		$0 Hold
13
– – ﹤0.01% 2034
2017
Q1 		$1K Hold
13
– – ﹤0.01% 1853
2016
Q4 		$1K Buy
+13
New +$455 ﹤0.01% 2346

Other funds holding CBF

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's CBF Position: Q3 2017 in Review

Next Financial Group sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q3 2017, closing a stake of 13 shares.

Next Financial Group first reported a position in CBF in Q4 2016 and held it in 3 quarters. The position peaked at $1K in Q1 2017. 134 funds tracked by Wall St. Rank hold CBF as of Q3 2017.

  • Next Financial Group reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 13 Capital Bank Financial Corp. Class A Common Stock shares in Q3 2017.
  • Next Financial Group first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q4 2016 and held it in 3 quarters.
  • Next Financial Group's Capital Bank Financial Corp. Class A Common Stock position peaked at $1K in Q1 2017.
  • 134 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.