AG
CSW

Advisor Group’s CSW Industrials CSW Stock Holding History

Advisor Group’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$141K Buy
1,829
+29
+2% +$2.08K ﹤0.01% 2671
2019
Q3 		$124K Hold
1,800
– – ﹤0.01% 2719
2019
Q2 		$123K Hold
1,800
– – ﹤0.01% 2698
2019
Q1 		$103K Buy
+1,800
New +$97.3K ﹤0.01% 2829
2018
Q4 		– Sell
-12,008
Closed -$645K – 5122
2018
Q3 		$645K Buy
+12,008
New +$655K 0.01% 1283

Other funds holding CSW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Advisor Group's CSW Position: Q4 2019 in Review

Advisor Group increased its CSW Industrials (CSW) stake by 1.6% in Q4 2019, buying an estimated $2.08K and bringing the position to 1,829 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Advisor Group first reported a position in CSW in Q3 2018 and has held it in 5 quarters since. The position peaked at $645K in Q3 2018. 170 funds tracked by Wall St. Rank hold CSW as of Q4 2019.

  • Advisor Group held 1,829 shares of CSW Industrials worth $141K as of Q4 2019.
  • Advisor Group bought 29 CSW Industrials shares in Q4 2019, an estimated $2.08K.
  • CSW Industrials made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2671 holding.
  • Advisor Group first reported a position in CSW Industrials in Q3 2018 and has held it in 5 quarters since.
  • Advisor Group's CSW Industrials position peaked at $645K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.