Wells Fargo
CBF

Wells Fargo’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Wells Fargo’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
2017
Q4 		– Sell
-37,179
Closed -$1.53M – 6720
2017
Q3 		$1.53M Buy
37,179
+18,513
+99% +$707K ﹤0.01% 3521
2017
Q2 		$710K Sell
18,666
-301
-2% -$11.9K ﹤0.01% 3981
2017
Q1 		$823K Sell
18,967
-324
-2% -$13K ﹤0.01% 3889
2016
Q4 		$757K Buy
19,291
+11,886
+161% +$416K ﹤0.01% 3913
2016
Q3 		$237K Sell
7,405
-690
-9% -$20.9K ﹤0.01% 4382
2016
Q2 		$234K Sell
8,095
-274
-3% -$8.3K ﹤0.01% 4316
2016
Q1 		$258K Buy
8,369
+608
+8% +$18.1K ﹤0.01% 4250
2015
Q4 		$248K Buy
7,761
+107
+1% +$3.48K ﹤0.01% 4325
2015
Q3 		$231K Sell
7,654
-1,006
-12% -$30.1K ﹤0.01% 4387
2015
Q2 		$252K Buy
8,660
+6,451
+292% +$184K ﹤0.01% 4477
2015
Q1 		$61K Sell
2,209
-2,793
-56% -$73K ﹤0.01% 4938
2014
Q4 		$135K Buy
5,002
+2,479
+98% +$62.7K ﹤0.01% 4622
2014
Q3 		$61K Sell
2,523
-656
-21% -$15.7K ﹤0.01% 4862
2014
Q2 		$75K Buy
3,179
+1,701
+115% +$41.2K ﹤0.01% 4813
2014
Q1 		$37K Buy
1,478
+1,477
+147,700% +$34.8K ﹤0.01% 5032
2013
Q4 		$0 Hold
1
– – ﹤0.01% 6071
2013
Q3 		$0 Hold
1
– – ﹤0.01% 5968
2013
Q2 		$0 Buy
+1
New +$18 ﹤0.01% 5794

Other funds holding CBF

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo's CBF Position: Q4 2017 in Review

Wells Fargo sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q4 2017, closing a stake of 37,179 shares — an estimated $1.53M sold.

Wells Fargo first reported a position in CBF in Q2 2013 and held it in 18 quarters. The position peaked at $1.53M in Q3 2017. 4 funds tracked by Wall St. Rank hold CBF as of Q4 2017.

  • Wells Fargo reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • Wells Fargo sold 37,179 Capital Bank Financial Corp. Class A Common Stock shares in Q4 2017, an estimated $1.53M.
  • Wells Fargo first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q2 2013 and held it in 18 quarters.
  • Wells Fargo's Capital Bank Financial Corp. Class A Common Stock position peaked at $1.53M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Capital Bank Financial Corp. Class A Common Stock as of Q4 2017.

Based on Wells Fargo's 13F filing for Q4 2017, filed 8 Feb 2018.