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US Financial Advisors’s Carter's CRI Stock Holding History

US Financial Advisors’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-41
Closed -$4K – 111
2016
Q1 		$4K Hold
41
– – 0.01% 266
2015
Q4 		$4K Hold
41
– – ﹤0.01% 395
2015
Q3 		$4K Hold
41
– – 0.01% 320
2015
Q2 		$4K Buy
+41
New +$4.11K ﹤0.01% 304

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

US Financial Advisors's CRI Position: Q2 2016 in Review

US Financial Advisors sold out of Carter's (CRI) in Q2 2016, closing a stake of 41 shares — an estimated $4K sold.

US Financial Advisors first reported a position in CRI in Q2 2015 and held it in 4 quarters. The position peaked at $4K in Q1 2016. 347 funds tracked by Wall St. Rank hold CRI as of Q2 2016.

  • US Financial Advisors reported no remaining Carter's position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 41 Carter's shares in Q2 2016, an estimated $4K.
  • US Financial Advisors first reported a position in Carter's in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Carter's position peaked at $4K in Q1 2016.
  • 347 funds tracked by Wall St. Rank held Carter's as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.