SC
CART

Southside Capital’s Carolina Trust BancShares CART Stock Holding History

Southside Capital’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
2019
Q4 		– Sell
-102,264
Closed -$1.07M – 81
2019
Q3 		$1.07M Sell
102,264
-185,939
-65% -$1.84M 0.29% 57
2019
Q2 		$2.27M Hold
288,203
– – 0.66% 43
2019
Q1 		$2.36M Buy
+288,203
New +$2.35M 0.97% 37

Other funds holding CART

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Southside Capital's CART Position: Q4 2019 in Review

Southside Capital sold out of Carolina Trust BancShares (CART) in Q4 2019, closing a stake of 102,264 shares — an estimated $1.07M sold.

Southside Capital first reported a position in CART in Q1 2019 and held it in 3 quarters. The position peaked at $2.36M in Q1 2019. 32 funds tracked by Wall St. Rank hold CART as of Q4 2019.

  • Southside Capital reported no remaining Carolina Trust BancShares position as of Q4 2019 after selling out during the quarter.
  • Southside Capital sold 102,264 Carolina Trust BancShares shares in Q4 2019, an estimated $1.07M.
  • Southside Capital first reported a position in Carolina Trust BancShares in Q1 2019 and held it in 3 quarters.
  • Southside Capital's Carolina Trust BancShares position peaked at $2.36M in Q1 2019.
  • 32 funds tracked by Wall St. Rank held Carolina Trust BancShares as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.