WA
CARO

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

Wasatch 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
2016
Q1 		– Sell
-10,000
Closed -$180K – 393
2015
Q4 		$180K Buy
+10,000
New +$154K ﹤0.01% 366

Other funds holding CARO

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Wasatch Advisors's CARO Position: Q1 2016 in Review

Wasatch Advisors sold out of Carolina Financial Corp. (CARO) in Q1 2016, closing a stake of 10,000 shares — an estimated $180K sold.

Wasatch Advisors first reported a position in CARO in Q4 2015 and held it in 1 quarter. The position peaked at $180K in Q4 2015. 49 funds tracked by Wall St. Rank hold CARO as of Q1 2016.

  • Wasatch Advisors reported no remaining Carolina Financial Corp. position as of Q1 2016 after selling out during the quarter.
  • Wasatch Advisors sold 10,000 Carolina Financial Corp. shares in Q1 2016, an estimated $180K.
  • Wasatch Advisors first reported a position in Carolina Financial Corp. in Q4 2015 and held it in 1 quarter.
  • Wasatch Advisors's Carolina Financial Corp. position peaked at $180K in Q4 2015.
  • 49 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q1 2016.

Based on Wasatch Advisors's 13F filing for Q1 2016, filed 16 May 2016.