CG
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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
2017
Q4 		– Sell
-3,100
Closed -$1K – 5043
2017
Q3 		$1K Hold
3,100
– – ﹤0.01% 5369
2017
Q2 		$2K Hold
3,100
– – ﹤0.01% 5463
2017
Q1 		$3K Buy
+3,100
New +$83K ﹤0.01% 5087

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Cutler Group's CSV Position: Q1 2018 in Review

Cutler Group sold out of Carriage Services (CSV) in Q1 2018, closing a stake of 3,902 shares — an estimated $105K sold.

Cutler Group first reported a position in CSV in Q1 2017 and held it in 4 quarters. The position peaked at $548K in Q2 2017. 124 funds tracked by Wall St. Rank hold CSV as of Q1 2018.

  • Cutler Group reported no remaining Carriage Services position as of Q1 2018 after selling out during the quarter.
  • Cutler Group sold 3,902 Carriage Services shares in Q1 2018, an estimated $105K.
  • Cutler Group first reported a position in Carriage Services in Q1 2017 and held it in 4 quarters.
  • Cutler Group's Carriage Services position peaked at $548K in Q2 2017.
  • 124 funds tracked by Wall St. Rank held Carriage Services as of Q1 2018.

Based on Cutler Group's 13F filing for Q1 2018, filed 11 May 2018.