SWITC
CART

Stewart West Indies Trading Company’s Carolina Trust BancShares CART Stock Holding History

Stewart West Indies Trading Company’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
2014
Q1 		– Sell
-35,498
Closed -$123K – 58
2013
Q4 		$123K Hold
35,498
– – 0.01% 58
2013
Q3 		$102K Hold
35,498
– – 0.01% 59
2013
Q2 		$87K Buy
+35,498
New +$96.9K 0.01% 60

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BFC
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AWCI
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SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stewart West Indies Trading Company's CART Position: Q1 2014 in Review

Stewart West Indies Trading Company sold out of Carolina Trust BancShares (CART) in Q1 2014, closing a stake of 35,498 shares — an estimated $123K sold.

Stewart West Indies Trading Company first reported a position in CART in Q2 2013 and held it in 3 quarters. The position peaked at $123K in Q4 2013. 12 funds tracked by Wall St. Rank hold CART as of Q1 2014.

  • Stewart West Indies Trading Company reported no remaining Carolina Trust BancShares position as of Q1 2014 after selling out during the quarter.
  • Stewart West Indies Trading Company sold 35,498 Carolina Trust BancShares shares in Q1 2014, an estimated $123K.
  • Stewart West Indies Trading Company first reported a position in Carolina Trust BancShares in Q2 2013 and held it in 3 quarters.
  • Stewart West Indies Trading Company's Carolina Trust BancShares position peaked at $123K in Q4 2013.
  • 12 funds tracked by Wall St. Rank held Carolina Trust BancShares as of Q1 2014.

Based on Stewart West Indies Trading Company's 13F filing for Q1 2014, filed 15 May 2014.