WCM
CARO

Whitener Capital Management’s Carolina Financial Corp. CARO Stock Holding History

Whitener Capital Management’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-81
Closed -$2K – 494
2019
Q3 		$2K Hold
81
– – ﹤0.01% 457
2019
Q2 		$2K Buy
+81
New +$2.89K ﹤0.01% 446

Other funds holding CARO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Whitener Capital Management's CARO Position: Q4 2019 in Review

Whitener Capital Management sold out of Carolina Financial Corp. (CARO) in Q4 2019, closing a stake of 81 shares — an estimated $2K sold.

Whitener Capital Management first reported a position in CARO in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 121 funds tracked by Wall St. Rank hold CARO as of Q4 2019.

  • Whitener Capital Management reported no remaining Carolina Financial Corp. position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 81 Carolina Financial Corp. shares in Q4 2019, an estimated $2K.
  • Whitener Capital Management first reported a position in Carolina Financial Corp. in Q2 2019 and held it in 2 quarters.
  • Whitener Capital Management's Carolina Financial Corp. position peaked at $2K in Q3 2019.
  • 121 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.