WCM
CBF

Wealthcare Capital Management’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-1,922
Closed – – 991
2015
Q1 		$0 Buy
+1,922
New +$50.2K ﹤0.01% 1053

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Wealthcare Capital Management's CBF Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q2 2015, closing a stake of 1,922 shares.

Wealthcare Capital Management first reported a position in CBF in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 105 funds tracked by Wall St. Rank hold CBF as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,922 Capital Bank Financial Corp. Class A Common Stock shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Capital Bank Financial Corp. Class A Common Stock position peaked at $0 in Q1 2015.
  • 105 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.