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Destination Wealth Management’s Carpenter Technology CRS Stock Holding History

Destination Wealth Management’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10
Closed -$1K – 546
2018
Q3 		$1K Buy
+10
New +$573 ﹤0.01% 618

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State Street
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Franklin Resources
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Destination Wealth Management's CRS Position: Q4 2018 in Review

Destination Wealth Management sold out of Carpenter Technology (CRS) in Q4 2018, closing a stake of 10 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in CRS in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 233 funds tracked by Wall St. Rank hold CRS as of Q4 2018.

  • Destination Wealth Management reported no remaining Carpenter Technology position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 10 Carpenter Technology shares in Q4 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in Carpenter Technology in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's Carpenter Technology position peaked at $1K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.