U
CARO

UBS’s Carolina Financial Corp. CARO Stock Holding History

UBS’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$21K Buy
+1,934
New +$20K ﹤0.01% 7976

Other funds holding CARO

PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CIA
CCM Investment Advisers Columbia, South Carolina $1.04B AUM 40.82% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's CARO Position: Q3 2014 in Review

UBS opened a new position in Carolina Financial Corp. (CARO) in Q3 2014: 1,934 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #7976 among its holdings.

9 funds tracked by Wall St. Rank hold CARO as of Q3 2014.

  • UBS held 1,934 shares of Carolina Financial Corp. worth $21K as of Q3 2014.
  • Carolina Financial Corp. was a new UBS position in Q3 2014.
  • Carolina Financial Corp. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7976 holding.
  • 9 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.