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Advisor Group’s Carriage Services CSV Stock Holding History

Advisor Group’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
2019
Q2 		– Sell
-110
Closed -$2K – 5246
2019
Q1 		$2K Hold
110
– – ﹤0.01% 4941
2018
Q4 		$2K Hold
110
– – ﹤0.01% 4802
2018
Q3 		$2K Sell
110
-77
-41% -$1.81K ﹤0.01% 4838
2018
Q2 		$5K Buy
187
+1
+0.5% +$26 ﹤0.01% 4369
2018
Q1 		$5K Hold
186
– – ﹤0.01% 4389
2017
Q4 		$5K Hold
186
– – ﹤0.01% 4385
2017
Q3 		$5K Hold
186
– – ﹤0.01% 4258
2017
Q2 		$5K Sell
186
-74
-28% -$1.99K ﹤0.01% 4220
2017
Q1 		$7K Hold
260
– – ﹤0.01% 3959
2016
Q4 		$7K Buy
260
+50
+24% +$1.3K ﹤0.01% 3770
2016
Q3 		$5K Hold
210
– – ﹤0.01% 3872
2016
Q2 		$4K Buy
+210
New +$4.83K ﹤0.01% 3851

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return