Perkins Investment Management’s Carolina Financial Corp. CARO Stock Holding History

Perkins Investment Management’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
2017 Q1	$10.2M	Buy	+339,632	New	+$10.2M	0.13%	156

Other funds holding CARO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Perkins Investment Management's CARO Position: Q1 2017 in Review

Perkins Investment Management opened a new position in Carolina Financial Corp. (CARO) in Q1 2017: 339,632 shares worth $10.2M. The stake represents 0.13% of the portfolio and ranks #156 among its holdings.

66 funds tracked by Wall St. Rank hold CARO as of Q1 2017.

Perkins Investment Management held 339,632 shares of Carolina Financial Corp. worth $10.2M as of Q1 2017.
Carolina Financial Corp. was a new Perkins Investment Management position in Q1 2017.
Carolina Financial Corp. made up 0.13% of Perkins Investment Management's portfolio in Q1 2017, its #156 holding.
66 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.