Cutler Group’s Carriage Services CSV Stock Holding History

Cutler Group’s Portfolio CSV Stock Details CSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Hold	0	–	–	–	4093
2018 Q3	–	Hold	0	–	–	–	4250
2018 Q2	–	Hold	0	–	–	–	4351
2018 Q1	–	Sell	-3,902	Closed	-$105K	–	4624
2017 Q4	$100K	Sell	3,902 -16,036	-80%	-$409K	0.01%	1371
2017 Q3	$510K	Sell	19,938 -400	-2%	-$10K	0.02%	649
2017 Q2	$548K	Buy	20,338 +19,446	+2,180%	+$522K	0.03%	645
2017 Q1	$24K	Buy	+892	New	+$23.9K	﹤0.01%	3134
2016 Q4	–	Hold	0	–	–	–	6681
2016 Q3	–	Hold	0	–	–	–	6804
2016 Q2	–	Hold	0	–	–	–	6768
2016 Q1	–	Hold	0	–	–	–	6640
2015 Q4	–	Hold	0	–	–	–	6431

Other funds holding CSV

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return