ACM
CSW

Advisors Capital Management’s CSW Industrials CSW Stock Holding History

Advisors Capital Management’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 		– Sell
-6,855
Closed -$473K – 319
2019
Q3 		$473K Buy
+6,855
New +$474K 0.03% 231

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

Advisors Capital Management's CSW Position: Q4 2019 in Review

Advisors Capital Management sold out of CSW Industrials (CSW) in Q4 2019, closing a stake of 6,855 shares — an estimated $473K sold.

Advisors Capital Management first reported a position in CSW in Q3 2019 and held it in 1 quarter. The position peaked at $473K in Q3 2019. 170 funds tracked by Wall St. Rank hold CSW as of Q4 2019.

  • Advisors Capital Management reported no remaining CSW Industrials position as of Q4 2019 after selling out during the quarter.
  • Advisors Capital Management sold 6,855 CSW Industrials shares in Q4 2019, an estimated $473K.
  • Advisors Capital Management first reported a position in CSW Industrials in Q3 2019 and held it in 1 quarter.
  • Advisors Capital Management's CSW Industrials position peaked at $473K in Q3 2019.
  • 170 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2019.

Based on Advisors Capital Management's 13F filing for Q4 2019, filed 10 Jan 2020.