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Doyle Wealth Management’s CSW Industrials CSW Stock Holding History

Doyle Wealth Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-78
Closed -$5K – 311
2019
Q2 		$5K Buy
+78
New +$4.88K ﹤0.01% 730
2019
Q1 		– Sell
-78
Closed -$4K – 300
2018
Q4 		$4K Buy
+78
New +$3.88K ﹤0.01% 743

Other funds holding CSW

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Doyle Wealth Management's CSW Position: Q3 2019 in Review

Doyle Wealth Management sold out of CSW Industrials (CSW) in Q3 2019, closing a stake of 78 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in CSW in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 167 funds tracked by Wall St. Rank hold CSW as of Q3 2019.

  • Doyle Wealth Management reported no remaining CSW Industrials position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 78 CSW Industrials shares in Q3 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in CSW Industrials in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's CSW Industrials position peaked at $5K in Q2 2019.
  • 167 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.