Novare Capital Management’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Novare Capital Management’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	-14,938	Closed	-$613K	–	162
2017 Q3	$613K	Buy	14,938 +878	+6%	+$33.5K	0.11%	118
2017 Q2	$536K	Hold	14,060	–	–	0.12%	95
2017 Q1	$610K	Hold	14,060	–	–	0.14%	90
2016 Q4	$552K	Buy	+14,060	New	+$492K	0.14%	89

Other funds holding CBF

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Novare Capital Management's CBF Position: Q4 2017 in Review

Novare Capital Management sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 14,938 shares — an estimated $613K sold.

Novare Capital Management first reported a position in CBF in Q4 2016 and held it in 4 quarters. The position peaked at $613K in Q3 2017. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

Novare Capital Management reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
Novare Capital Management sold 14,938 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $613K.
Novare Capital Management first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q4 2016 and held it in 4 quarters.
Novare Capital Management's Capital Bank Financial Corp. Class A Common Stock position peaked at $613K 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 Novare Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.