Evoke Wealth’s CSW Industrials CSW Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-29	Closed	-$2.23K	–	1179
2019 Q4	$2.23K	Hold	29	–	–	﹤0.01%	1051
2019 Q3	$2K	Buy	+29	New	+$2K	﹤0.01%	1206

Other funds holding CSW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's CSW Position: Q1 2020 in Review

Evoke Wealth sold out of CSW Industrials (CSW) in Q1 2020, closing a stake of 29 shares — an estimated $2.23K sold.

Evoke Wealth first reported a position in CSW in Q3 2019 and held it in 2 quarters. The position peaked at $2.23K in Q4 2019. 162 funds tracked by Wall St. Rank hold CSW as of Q1 2020.

Evoke Wealth reported no remaining CSW Industrials position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 29 CSW Industrials shares in Q1 2020, an estimated $2.23K.
Evoke Wealth first reported a position in CSW Industrials in Q3 2019 and held it in 2 quarters.
Evoke Wealth's CSW Industrials position peaked at $2.23K in Q4 2019.
162 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.