PCP
CARO

Proficio Capital Partners’s Carolina Financial Corp. CARO Stock Holding History

Proficio Capital Partners’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
2019
Q2 		– Sell
-172
Closed -$6K – 2160
2019
Q1 		$6K Buy
+172
New +$5.97K ﹤0.01% 1086

Other funds holding CARO

BlackRock
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Proficio Capital Partners's CARO Position: Q2 2019 in Review

Proficio Capital Partners sold out of Carolina Financial Corp. (CARO) in Q2 2019, closing a stake of 172 shares — an estimated $6K sold.

Proficio Capital Partners first reported a position in CARO in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 109 funds tracked by Wall St. Rank hold CARO as of Q2 2019.

  • Proficio Capital Partners reported no remaining Carolina Financial Corp. position as of Q2 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 172 Carolina Financial Corp. shares in Q2 2019, an estimated $6K.
  • Proficio Capital Partners first reported a position in Carolina Financial Corp. in Q1 2019 and held it in 1 quarter.
  • Proficio Capital Partners's Carolina Financial Corp. position peaked at $6K in Q1 2019.
  • 109 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2019.

Based on Proficio Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.