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Advantage Investment Management’s Carlisle Companies CSL Stock Holding History

Advantage Investment Management’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-31
Closed -$3K – 961
2018
Q1 		$3K Hold
31
– – ﹤0.01% 858
2017
Q4 		$4K Hold
31
– – ﹤0.01% 842
2017
Q3 		$3K Hold
31
– – ﹤0.01% 887
2017
Q2 		$3K Buy
31
+1
+3% +$101 ﹤0.01% 902
2017
Q1 		$3K Hold
30
– – ﹤0.01% 859
2016
Q4 		$3K Hold
30
– – ﹤0.01% 803
2016
Q3 		$3K Hold
30
– – ﹤0.01% 784
2016
Q2 		$3K Hold
30
– – ﹤0.01% 746
2016
Q1 		$3K Buy
+30
New +$2.65K ﹤0.01% 733

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advantage Investment Management's CSL Position: Q2 2018 in Review

Advantage Investment Management sold out of Carlisle Companies (CSL) in Q2 2018, closing a stake of 31 shares — an estimated $3K sold.

Advantage Investment Management first reported a position in CSL in Q1 2016 and held it in 9 quarters. The position peaked at $4K in Q4 2017. 355 funds tracked by Wall St. Rank hold CSL as of Q2 2018.

  • Advantage Investment Management reported no remaining Carlisle Companies position as of Q2 2018 after selling out during the quarter.
  • Advantage Investment Management sold 31 Carlisle Companies shares in Q2 2018, an estimated $3K.
  • Advantage Investment Management first reported a position in Carlisle Companies in Q1 2016 and held it in 9 quarters.
  • Advantage Investment Management's Carlisle Companies position peaked at $4K in Q4 2017.
  • 355 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2018.

Based on Advantage Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.