WAM
CBF

Wealthspire Advisors (Maryland)’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-1,064
Closed -$31K – 1856
2016
Q2 		$31K Buy
1,064
+466
+78% +$14.1K 0.01% 861
2016
Q1 		$18K Buy
598
+49
+9% +$1.46K ﹤0.01% 1008
2015
Q4 		$18K Buy
+549
New +$17.8K ﹤0.01% 1007

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
FG
FSI Group Cincinnati, Ohio $64K AUM 14.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CBF Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q3 2016, closing a stake of 1,064 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in CBF in Q4 2015 and held it in 3 quarters. The position peaked at $31K in Q2 2016. 113 funds tracked by Wall St. Rank hold CBF as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,064 Capital Bank Financial Corp. Class A Common Stock shares in Q3 2016, an estimated $31K.
  • Wealthspire Advisors (Maryland) first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Capital Bank Financial Corp. Class A Common Stock position peaked at $31K in Q2 2016.
  • 113 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.