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CART
Carolina Trust BancShares
CART
CART
Delisted
CART was delisted on the 31st of December, 2019.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Wellington Management Group
Boston,
Massachusetts
| $1.93M | – | – | – |
|
| 2 |
BFC
2
Banc Funds Company
Chicago,
Illinois
| $1.86M | +$428K | +80,660 | +28% |
|
| 3 |
AWCI
3
Alpine Woods Capital Investors
Purchase,
New York
| $534K | – | – | – |
|
| 4 |
SSWM
4
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $361K | – | – | – |
|
| 5 |
5
Vanguard Group
Malvern,
Pennsylvania
| $307K | +$3.26K | +615 | +1% |
|
| 6 |
6
US Bancorp
Minneapolis,
Minnesota
| $129K | – | – | – |
|
| 7 |
U
7
UBS
Zurich,
Switzerland
| $46K | +$10.3K | +1,947 | +27% |
|
| 8 |
CFA
8
Carroll Financial Associates
Charlotte,
North Carolina
| $37K | – | – | – |
|
| 9 |
9
Wells Fargo
San Francisco,
California
| $20K | – | – | – |
|
| 10 |
LTFS
10
Ladenburg Thalmann Financial Services
Miami,
Florida
| $4K | – | – | – |
|
| 11 |
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$106K | -25,000 | Closed |
|