AIM
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Acrospire Investment Management’s Carriage Services CSV Stock Holding History

Acrospire Investment Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,263
Closed -$115K – 345
2017
Q2 		$115K Buy
4,263
+3,800
+821% +$102K 0.11% 170
2017
Q1 		$13K Buy
+463
New +$12.4K 0.01% 1794
2016
Q4 		– Sell
-600
Closed -$14K – 2244
2016
Q3 		$14K Buy
+600
New +$14.2K 0.01% 1610
2016
Q2 		– Sell
-2,000
Closed -$43K – 2056
2016
Q1 		$43K Buy
+2,000
New +$42.7K 0.03% 1077

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acrospire Investment Management's CSV Position: Q3 2017 in Review

Acrospire Investment Management sold out of Carriage Services (CSV) in Q3 2017, closing a stake of 4,263 shares — an estimated $115K sold.

Acrospire Investment Management first reported a position in CSV in Q1 2016 and held it in 4 quarters. The position peaked at $115K in Q2 2017. 117 funds tracked by Wall St. Rank hold CSV as of Q3 2017.

  • Acrospire Investment Management reported no remaining Carriage Services position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 4,263 Carriage Services shares in Q3 2017, an estimated $115K.
  • Acrospire Investment Management first reported a position in Carriage Services in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Carriage Services position peaked at $115K in Q2 2017.
  • 117 funds tracked by Wall St. Rank held Carriage Services as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.