OFG
CBF

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

OTA 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
Q4 		– Sell
-74,478
Closed -$3.06M – 93
2017
Q3 		$3.06M Buy
+74,478
New +$2.84M 1.69% 10

Other funds holding CBF

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

OTA Financial Group's CBF Position: Q4 2017 in Review

OTA Financial Group sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 74,478 shares — an estimated $3.06M sold.

OTA Financial Group first reported a position in CBF in Q3 2017 and held it in 1 quarter. The position peaked at $3.06M in Q3 2017. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

  • OTA Financial Group reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • OTA Financial Group sold 74,478 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $3.06M.
  • OTA Financial Group first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q3 2017 and held it in 1 quarter.
  • OTA Financial Group's Capital Bank Financial Corp. Class A Common Stock position peaked at $3.06M 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 OTA Financial Group's 13F filing for Q4 2017, filed 22 Feb 2018.