WA
CBF

WealthTrust-Arizona’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

WealthTrust-Arizona’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
2014
Q2 		– Sell
-60
Closed -$2K – 744
2014
Q1 		$2K Buy
60
+11
+22% +$259 ﹤0.01% 608
2013
Q4 		$1K Buy
49
+26
+113% +$584 ﹤0.01% 638
2013
Q3 		$1K Buy
+23
New +$465 ﹤0.01% 637

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
RO
Reservoir Operations New York $13.2M AUM 10.2% 1-Year Est. Return

WealthTrust-Arizona's CBF Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q2 2014, closing a stake of 60 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in CBF in Q3 2013 and held it in 3 quarters. The position peaked at $2K in Q1 2014. 102 funds tracked by Wall St. Rank hold CBF as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 60 Capital Bank Financial Corp. Class A Common Stock shares in Q2 2014, an estimated $2K.
  • WealthTrust-Arizona first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q3 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's Capital Bank Financial Corp. Class A Common Stock position peaked at $2K in Q1 2014.
  • 102 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.