SIC
CBF

Salem Investment Counselors’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Salem Investment Counselors’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
-3,959
Closed -$163K – 600
2017
Q3 		$163K Sell
3,959
-20
-0.5% -$763 0.02% 204
2017
Q2 		$152K Hold
3,979
– – 0.02% 216
2017
Q1 		$173K Sell
3,979
-8,545
-68% -$344K 0.02% 244
2016
Q4 		$492K Buy
12,524
+8,759
+233% +$307K 0.06% 174
2016
Q3 		$1.21K Buy
+3,765
New +$114K 0.02% 248

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 $178B AUM 37.23% 1-Year Est. Return

Salem Investment Counselors's CBF Position: Q4 2017 in Review

Salem Investment Counselors sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 3,959 shares — an estimated $163K sold.

Salem Investment Counselors first reported a position in CBF in Q3 2016 and held it in 5 quarters. The position peaked at $492K in Q4 2016. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

  • Salem Investment Counselors reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 3,959 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $163K.
  • Salem Investment Counselors first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q3 2016 and held it in 5 quarters.
  • Salem Investment Counselors's Capital Bank Financial Corp. Class A Common Stock position peaked at $492K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2017.

Based on Salem Investment Counselors's 13F filing for Q4 2017, filed 16 Feb 2018.