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Steward Partners Investment Advisory’s Coastal Financial CCB Stock Holding History

Steward Partners Investment Advisory’s Portfolio CCB Stock Details CCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-250
Closed -$4K – 2506
2019
Q4 		$4K Buy
+250
New +$4.04K ﹤0.01% 2285

Other funds holding CCB

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Steward Partners Investment Advisory's CCB Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Coastal Financial (CCB) in Q1 2020, closing a stake of 250 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in CCB in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 68 funds tracked by Wall St. Rank hold CCB as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Coastal Financial position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 250 Coastal Financial shares in Q1 2020, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Coastal Financial in Q4 2019 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Coastal Financial position peaked at $4K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held Coastal Financial as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.