Stifel Financial
CLBH

Stifel Financial’s Carolina Bank Holdings Inc CLBH Stock Holding History

Stifel Financial’s Portfolio CLBH Stock Details CLBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-29,347
Closed -$513K – 2579
2016
Q2 		$513K Buy
29,347
+19,202
+189% +$311K ﹤0.01% 1746
2016
Q1 		$170K Buy
+10,145
New +$163K ﹤0.01% 2040

Other funds holding CLBH

CCM
Chicago Capital Management Chicago, Illinois $121M AUM 74.36% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $94.5M AUM 10.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stifel Financial's CLBH Position: Q3 2016 in Review

Stifel Financial sold out of Carolina Bank Holdings Inc (CLBH) in Q3 2016, closing a stake of 29,347 shares — an estimated $513K sold.

Stifel Financial first reported a position in CLBH in Q1 2016 and held it in 2 quarters. The position peaked at $513K in Q2 2016. 31 funds tracked by Wall St. Rank hold CLBH as of Q3 2016.

  • Stifel Financial reported no remaining Carolina Bank Holdings Inc position as of Q3 2016 after selling out during the quarter.
  • Stifel Financial sold 29,347 Carolina Bank Holdings Inc shares in Q3 2016, an estimated $513K.
  • Stifel Financial first reported a position in Carolina Bank Holdings Inc in Q1 2016 and held it in 2 quarters.
  • Stifel Financial's Carolina Bank Holdings Inc position peaked at $513K in Q2 2016.
  • 31 funds tracked by Wall St. Rank held Carolina Bank Holdings Inc as of Q3 2016.

Based on Stifel Financial's 13F filing for Q3 2016, filed 15 Nov 2016.