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Concert Wealth Management’s Carlisle Companies CSL Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-2,136
Closed -$238K – 206
2017
Q1 		$238K Hold
2,136
– – 0.05% 412
2016
Q4 		$238K Sell
2,136
-187
-8% -$20.4K 0.05% 417
2016
Q3 		$238K Sell
2,323
-32
-1% -$3.34K 0.03% 570
2016
Q2 		$251K Buy
+2,355
New +$239K 0.03% 527

Other funds holding CSL

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Concert Wealth Management's CSL Position: Q2 2017 in Review

Concert Wealth Management sold out of Carlisle Companies (CSL) in Q2 2017, closing a stake of 2,136 shares — an estimated $238K sold.

Concert Wealth Management first reported a position in CSL in Q2 2016 and held it in 4 quarters. The position peaked at $251K in Q2 2016. 342 funds tracked by Wall St. Rank hold CSL as of Q2 2017.

  • Concert Wealth Management reported no remaining Carlisle Companies position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,136 Carlisle Companies shares in Q2 2017, an estimated $238K.
  • Concert Wealth Management first reported a position in Carlisle Companies in Q2 2016 and held it in 4 quarters.
  • Concert Wealth Management's Carlisle Companies position peaked at $251K in Q2 2016.
  • 342 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.