SKK
CART

Shepherd Kaplan Krochuk’s Carolina Trust BancShares CART Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio CART Stock Details CART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-12,861
Closed -$32K – 671
2013
Q2 		$32K Buy
+12,861
New +$35.1K 0.01% 580

Other funds holding CART

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SWITC
Stewart West Indies Trading Company Boulder, Colorado $1.16B AUM 17.5% 1-Year Est. Return
SNT
Security National Trust Wheeling, West Virginia $432M AUM 27.86% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Shepherd Kaplan Krochuk's CART Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of Carolina Trust BancShares (CART) in Q3 2013, closing a stake of 12,861 shares — an estimated $32K sold.

Shepherd Kaplan Krochuk first reported a position in CART in Q2 2013 and held it in 1 quarter. The position peaked at $32K in Q2 2013. 10 funds tracked by Wall St. Rank hold CART as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining Carolina Trust BancShares position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 12,861 Carolina Trust BancShares shares in Q3 2013, an estimated $32K.
  • Shepherd Kaplan Krochuk first reported a position in Carolina Trust BancShares in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Carolina Trust BancShares position peaked at $32K in Q2 2013.
  • 10 funds tracked by Wall St. Rank held Carolina Trust BancShares as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.