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Avantax Planning Partners’s Carlisle Companies CSL Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-40
Closed -$5K – 470
2018
Q3 		$5K Buy
+40
New +$4.88K ﹤0.01% 1083
2018
Q2 		– Sell
-74
Closed -$8K – 493
2018
Q1 		$8K Buy
+74
New +$8.11K ﹤0.01% 1147

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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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Avantax Planning Partners's CSL Position: Q4 2018 in Review

Avantax Planning Partners sold out of Carlisle Companies (CSL) in Q4 2018, closing a stake of 40 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in CSL in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 339 funds tracked by Wall St. Rank hold CSL as of Q4 2018.

  • Avantax Planning Partners reported no remaining Carlisle Companies position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 40 Carlisle Companies shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Carlisle Companies in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Carlisle Companies position peaked at $8K in Q1 2018.
  • 339 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.