UBS Group
CBF

UBS Group’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

UBS Group’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
2017
Q4 		– Sell
-6,564
Closed -$270K – 8377
2017
Q3 		$270K Buy
6,564
+4,942
+305% +$189K ﹤0.01% 4654
2017
Q2 		$62K Sell
1,622
-2,283
-58% -$90.3K ﹤0.01% 5512
2017
Q1 		$169K Sell
3,905
-2,271
-37% -$91.5K ﹤0.01% 4746
2016
Q4 		$242K Buy
6,176
+5,759
+1,381% +$202K ﹤0.01% 4661
2016
Q3 		$13K Sell
417
-273
-40% -$8.27K ﹤0.01% 6631
2016
Q2 		$20K Sell
690
-1,925
-74% -$58.3K ﹤0.01% 6327
2016
Q1 		$81K Buy
2,615
+1,458
+126% +$43.5K ﹤0.01% 5136
2015
Q4 		$37K Sell
1,157
-2,157
-65% -$70.1K ﹤0.01% 6133
2015
Q3 		$100K Buy
3,314
+192
+6% +$5.75K ﹤0.01% 5240
2015
Q2 		$91K Buy
3,122
+1,372
+78% +$39.1K ﹤0.01% 5478
2015
Q1 		$49K Sell
1,750
-374
-18% -$9.77K ﹤0.01% 6074
2014
Q4 		$57K Buy
+2,124
New +$53.7K ﹤0.01% 6340

Other funds holding CBF

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS Group's CBF Position: Q4 2017 in Review

UBS Group sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 6,564 shares — an estimated $270K sold.

UBS Group first reported a position in CBF in Q4 2014 and held it in 12 quarters. The position peaked at $270K in Q3 2017. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

  • UBS Group reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • UBS Group sold 6,564 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $270K.
  • UBS Group first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q4 2014 and held it in 12 quarters.
  • UBS Group's Capital Bank Financial Corp. Class A Common Stock position peaked at $270K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2017.

Based on UBS Group's 13F filing for Q4 2017, filed 14 Feb 2018.