VFA
CARO

Voya Financial Advisors’s Carolina Financial Corp. CARO Stock Holding History

Voya Financial Advisors’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
2019
Q2 		– Sell
-6,652
Closed -$231K – 650
2019
Q1 		$231K Buy
+6,652
New +$231K 0.01% 535
2018
Q4 		– Sell
-7,136
Closed -$268K – 617
2018
Q3 		$268K Buy
+7,136
New +$296K 0.02% 491

Other funds holding CARO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Voya Financial Advisors's CARO Position: Q2 2019 in Review

Voya Financial Advisors sold out of Carolina Financial Corp. (CARO) in Q2 2019, closing a stake of 6,652 shares — an estimated $231K sold.

Voya Financial Advisors first reported a position in CARO in Q3 2018 and held it in 2 quarters. The position peaked at $268K in Q3 2018. 109 funds tracked by Wall St. Rank hold CARO as of Q2 2019.

  • Voya Financial Advisors reported no remaining Carolina Financial Corp. position as of Q2 2019 after selling out during the quarter.
  • Voya Financial Advisors sold 6,652 Carolina Financial Corp. shares in Q2 2019, an estimated $231K.
  • Voya Financial Advisors first reported a position in Carolina Financial Corp. in Q3 2018 and held it in 2 quarters.
  • Voya Financial Advisors's Carolina Financial Corp. position peaked at $268K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q2 2019.

Based on Voya Financial Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.