TSWM
CBF

Triangle Securities Wealth Management’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Triangle Securities Wealth Management’s Portfolio CBF Stock Details CBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-93
Closed -$2K – 440
2013
Q2 		$2K Buy
+93
New +$1.64K ﹤0.01% 489

Other funds holding CBF

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
RGL
RMF GP LLC New York $256M AUM
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Triangle Securities Wealth Management's CBF Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q3 2013, closing a stake of 93 shares — an estimated $2K sold.

Triangle Securities Wealth Management first reported a position in CBF in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 111 funds tracked by Wall St. Rank hold CBF as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 93 Capital Bank Financial Corp. Class A Common Stock shares in Q3 2013, an estimated $2K.
  • Triangle Securities Wealth Management first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Capital Bank Financial Corp. Class A Common Stock position peaked at $2K in Q2 2013.
  • 111 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.