Archford Capital Strategies’s Carpenter Technology CRS Stock Holding History

Archford Capital Strategies’s Portfolio CRS Stock Details CRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5	Closed	–	–	559
2018 Q2	$0	Hold	5	–	–	﹤0.01%	687
2018 Q1	$1K	Buy	+5	New	+$252	﹤0.01%	555
2017 Q2	–	Sell	-5	Closed	–	–	285
2017 Q1	$0	Hold	5	–	–	﹤0.01%	712
2016 Q4	$0	Hold	5	–	–	﹤0.01%	664
2016 Q3	$0	Hold	5	–	–	﹤0.01%	652
2016 Q2	$0	Buy	+5	New	+$167	﹤0.01%	733
2016 Q1	–	Sell	-5	Closed	-$1K	–	265
2015 Q4	$1K	Hold	5	–	–	﹤0.01%	745
2015 Q3	$0	Hold	5	–	–	﹤0.01%	692
2015 Q2	$0	Hold	5	–	–	﹤0.01%	690
2015 Q1	$194	Hold	5	–	–	﹤0.01%	744
2014 Q4	$0	Hold	5	–	–	﹤0.01%	732
2014 Q3	$0	Hold	5	–	–	﹤0.01%	735
2014 Q2	$316	Hold	5	–	–	﹤0.01%	895
2014 Q1	$330	Buy	+5	New	+$302	﹤0.01%	852

Other funds holding CRS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Archford Capital Strategies's CRS Position: Q3 2018 in Review

Archford Capital Strategies sold out of Carpenter Technology (CRS) in Q3 2018, closing a stake of 5 shares.

Archford Capital Strategies first reported a position in CRS in Q1 2014 and held it in 14 quarters. The position peaked at $1K in Q1 2018. 250 funds tracked by Wall St. Rank hold CRS as of Q3 2018.

Archford Capital Strategies reported no remaining Carpenter Technology position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 5 Carpenter Technology shares in Q3 2018.
Archford Capital Strategies first reported a position in Carpenter Technology in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's Carpenter Technology position peaked at $1K in Q1 2018.
250 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.