Wilbanks Smith & Thomas Asset Management’s Capital Bank Financial Corp. Class A Common Stock CBF Stock Holding History

Wilbanks Smith & Thomas Asset 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
2014 Q2	–	Sell	-24,852	Closed	-$624K	–	313
2014 Q1	$624K	Hold	24,852	–	–	0.07%	144
2013 Q4	$565K	Hold	24,852	–	–	0.07%	157
2013 Q3	$546K	Hold	24,852	–	–	0.07%	156
2013 Q2	$473K	Buy	+24,852	New	+$437K	0.07%	155

Other funds holding CBF

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Reservoir Operations New York $13.2M AUM 10.2% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CBF Position: Q2 2014 in Review

Wilbanks Smith & Thomas Asset Management sold out of Capital Bank Financial Corp. Class A Common Stock (CBF) in Q2 2014, closing a stake of 24,852 shares — an estimated $624K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CBF in Q2 2013 and held it in 4 quarters. The position peaked at $624K in Q1 2014. 102 funds tracked by Wall St. Rank hold CBF as of Q2 2014.

Wilbanks Smith & Thomas Asset Management reported no remaining Capital Bank Financial Corp. Class A Common Stock position as of Q2 2014 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 24,852 Capital Bank Financial Corp. Class A Common Stock shares in Q2 2014, an estimated $624K.
Wilbanks Smith & Thomas Asset Management first reported a position in Capital Bank Financial Corp. Class A Common Stock in Q2 2013 and held it in 4 quarters.
Wilbanks Smith & Thomas Asset Management's Capital Bank Financial Corp. Class A Common Stock position peaked at $624K 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 Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2014, filed 28 Jul 2014.