WI
CBF

WBI Investments’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

WBI Investments’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
2016
Q1 		– Sell
-55,597
Closed -$1.78M – 251
2015
Q4 		$1.78M Buy
+55,597
New +$1.81M 0.05% 152

Other funds holding CBF

CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WBI Investments's CBF Position: Q1 2016 in Review

WBI Investments sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q1 2016, closing a stake of 55,597 shares — an estimated $1.78M sold.

WBI Investments first reported a position in CBF in Q4 2015 and held it in 1 quarter. The position peaked at $1.78M in Q4 2015. 111 funds tracked by Wall St. Rank hold CBF as of Q1 2016.

  • WBI Investments reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q1 2016 after selling out during the quarter.
  • WBI Investments sold 55,597 Capital Bank Financial Corp. Class A Common Stock shares in Q1 2016, an estimated $1.78M.
  • WBI Investments first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q4 2015 and held it in 1 quarter.
  • WBI Investments's Capital Bank Financial Corp. Class A Common Stock position peaked at $1.78M in Q4 2015.
  • 111 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q1 2016.

Based on WBI Investments's 13F filing for Q1 2016, filed 11 May 2016.