CAROLINA TR BK LINCOLNTON NC's ticker is CART and the CUSIP is 144200102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $680,000 | +0.9% | 115,196 | +0.9% | 0.00% | 0.0% |
| Q1 2016 | $674,000 | +3.4% | 114,177 | +8.6% | 0.00% | 0.0% |
| Q4 2015 | $652,000 | +17.3% | 105,135 | +5.8% | 0.00% | – |
| Q3 2015 | $556,000 | +10.1% | 99,335 | +0.9% | 0.00% | – |
| Q2 2015 | $505,000 | +10.3% | 98,442 | +15.4% | 0.00% | – |
| Q1 2015 | $458,000 | – | 85,340 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BANC FUNDS CO LLC | 372,714 | $1,912,000 | 0.12% |
| SHEETS SMITH WEALTH MANAGEMENT | 72,130 | $370,000 | 0.10% |
| ALPINE WOODS CAPITAL INVESTORS, LLC | 105,786 | $543,000 | 0.03% |
| Carroll Financial Associates, Inc. | 7,500 | $38,000 | 0.01% |
| Curi RMB Capital, LLC | 10,184 | $52,000 | 0.00% |
| US BANCORP \DE\ | 25,760 | $132,000 | 0.00% |
| Tower Research Capital LLC (TRC) | 950 | $5,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 732 | $4,000 | 0.00% |
| UBS Group AG | 3,820 | $20,000 | 0.00% |
| ALLIANCEBERNSTEIN L.P. | 98,442 | $505,000 | 0.00% |