RCAG
CARO

Rehmann Capital Advisory Group’s Carolina Financial Corp. CARO Stock Holding History

Rehmann Capital Advisory Group’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
Q3 		$1.33K Sell
37
-51
-58% -$1.78K ﹤0.01% 1502
2019
Q2 		$3.1K Buy
88
+55
+167% +$1.96K ﹤0.01% 1675
2019
Q1 		$1.15K Hold
33
– – ﹤0.01% 1898
2018
Q4 		$978 Hold
33
– – ﹤0.01% 1653
2018
Q3 		$1.24K Buy
+33
New +$1.37K ﹤0.01% 1935

Other funds holding CARO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Rehmann Capital Advisory Group's CARO Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its Carolina Financial Corp. (CARO) stake by 58% in Q3 2019, selling an estimated $1.78K and leaving 37 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Rehmann Capital Advisory Group first reported a position in CARO in Q3 2018 and has held it in 5 quarters since. The position peaked at $3.1K in Q2 2019. 110 funds tracked by Wall St. Rank hold CARO as of Q3 2019.

  • Rehmann Capital Advisory Group held 37 shares of Carolina Financial Corp. worth $1.33K as of Q3 2019.
  • Rehmann Capital Advisory Group sold 51 Carolina Financial Corp. shares in Q3 2019, an estimated $1.78K.
  • Carolina Financial Corp. made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1502 holding.
  • Rehmann Capital Advisory Group first reported a position in Carolina Financial Corp. in Q3 2018 and has held it in 5 quarters since.
  • Rehmann Capital Advisory Group's Carolina Financial Corp. position peaked at $3.1K in Q2 2019.
  • 110 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.