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Chicago Partners Investment Group’s Carlisle Companies CSL Stock Holding History

Chicago Partners Investment Group’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
-750
Closed -$72K – 450
2018
Q3 		$72K Buy
750
+325
+76% +$39.7K 0.01% 465
2018
Q2 		$46K Hold
425
– – 0.01% 503
2018
Q1 		$44K Buy
425
+100
+31% +$11K 0.01% 470
2017
Q4 		$37K Hold
325
– – 0.01% 493
2017
Q3 		$33K Sell
325
-325
-50% -$31.5K 0.01% 509
2017
Q2 		$67K Buy
+650
New +$65.7K 0.02% 329

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's CSL Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Carlisle Companies (CSL) in Q4 2018, closing a stake of 750 shares — an estimated $72K sold.

Chicago Partners Investment Group first reported a position in CSL in Q2 2017 and held it in 6 quarters. The position peaked at $72K in Q3 2018. 339 funds tracked by Wall St. Rank hold CSL as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Carlisle Companies position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 750 Carlisle Companies shares in Q4 2018, an estimated $72K.
  • Chicago Partners Investment Group first reported a position in Carlisle Companies in Q2 2017 and held it in 6 quarters.
  • Chicago Partners Investment Group's Carlisle Companies position peaked at $72K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.