Sargent Bickham Lagudis’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Sargent Bickham Lagudis’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 Q1	–	Sell	-54	Closed	-$2K	–	797
2016 Q4	$2K	Hold	54	–	–	﹤0.01%	679
2016 Q3	$2	Hold	54	–	–	﹤0.01%	687
2016 Q2	$2K	Hold	54	–	–	﹤0.01%	674
2016 Q1	$2K	Buy	+54	New	+$1.61K	﹤0.01%	689

Other funds holding CBF

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

OHCM

Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WSC

White Square Capital London, United Kingdom $14.7M AUM 151.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sargent Bickham Lagudis's CBF Position: Q1 2017 in Review

Sargent Bickham Lagudis sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q1 2017, closing a stake of 54 shares — an estimated $2K sold.

Sargent Bickham Lagudis first reported a position in CBF in Q1 2016 and held it in 4 quarters. The position peaked at $2K in Q4 2016. 142 funds tracked by Wall St. Rank hold CBF as of Q1 2017.

Sargent Bickham Lagudis reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q1 2017 after selling out during the quarter.
Sargent Bickham Lagudis sold 54 Capital Bank Financial Corp. Class A Common Stock shares in Q1 2017, an estimated $2K.
Sargent Bickham Lagudis first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q1 2016 and held it in 4 quarters.
Sargent Bickham Lagudis's Capital Bank Financial Corp. Class A Common Stock position peaked at $2K in Q4 2016.
142 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q1 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2017, filed 13 Sep 2021.