PA
CBF

Pinnacle Associates’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Pinnacle Associates’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
-11,000
Closed -$452K – 702
2017
Q3 		$452K Hold
11,000
– – 0.01% 507
2017
Q2 		$419K Hold
11,000
– – 0.01% 524
2017
Q1 		$477K Hold
11,000
– – 0.01% 502
2016
Q4 		$432K Hold
11,000
– – 0.01% 501
2016
Q3 		$353K Buy
11,000
+1,500
+16% +$45.4K 0.01% 519
2016
Q2 		$274K Buy
+9,500
New +$288K 0.01% 553

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

Pinnacle Associates's CBF Position: Q4 2017 in Review

Pinnacle Associates sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 11,000 shares — an estimated $452K sold.

Pinnacle Associates first reported a position in CBF in Q2 2016 and held it in 6 quarters. The position peaked at $477K in Q1 2017. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

  • Pinnacle Associates reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • Pinnacle Associates sold 11,000 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $452K.
  • Pinnacle Associates first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q2 2016 and held it in 6 quarters.
  • Pinnacle Associates's Capital Bank Financial Corp. Class A Common Stock position peaked at $477K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2017.

Based on Pinnacle Associates's 13F filing for Q4 2017, filed 12 Feb 2018.