ETC
CSW

Evercore Trust Company’s CSW Industrials CSW Stock Holding History

Evercore Trust Company’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
2016
Q2 		– Sell
-36,182
Closed -$1.14M – 45
2016
Q1 		$1.14M Sell
36,182
-183,134
-84% -$5.88M ﹤0.01% 41
2015
Q4 		$8.26M Buy
+219,316
New +$7.92M 0.03% 34

Other funds holding CSW

NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Evercore Trust Company's CSW Position: Q2 2016 in Review

Evercore Trust Company sold out of CSW Industrials (CSW) in Q2 2016, closing a stake of 36,182 shares — an estimated $1.14M sold.

Evercore Trust Company first reported a position in CSW in Q4 2015 and held it in 2 quarters. The position peaked at $8.26M in Q4 2015. 82 funds tracked by Wall St. Rank hold CSW as of Q2 2016.

  • Evercore Trust Company reported no remaining CSW Industrials position as of Q2 2016 after selling out during the quarter.
  • Evercore Trust Company sold 36,182 CSW Industrials shares in Q2 2016, an estimated $1.14M.
  • Evercore Trust Company first reported a position in CSW Industrials in Q4 2015 and held it in 2 quarters.
  • Evercore Trust Company's CSW Industrials position peaked at $8.26M in Q4 2015.
  • 82 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2016.

Based on Evercore Trust Company's 13F filing for Q2 2016, filed 10 Aug 2016.