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Fieldpoint Private Securities’s CSW Industrials CSW Stock Holding History

Fieldpoint Private Securities’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
Q4 		– Sell
-79
Closed -$5K – 651
2019
Q3 		$5K Sell
79
-215
-73% -$14.9K ﹤0.01% 625
2019
Q2 		$20K Buy
+294
New +$18.4K 0.01% 526
2017
Q4 		– Sell
-322
Closed -$14K – 425
2017
Q3 		$14K Buy
+322
New +$13.1K 0.01% 559

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fieldpoint Private Securities's CSW Position: Q4 2019 in Review

Fieldpoint Private Securities sold out of CSW Industrials (CSW) in Q4 2019, closing a stake of 79 shares — an estimated $5K sold.

Fieldpoint Private Securities first reported a position in CSW in Q3 2017 and held it in 3 quarters. The position peaked at $20K in Q2 2019. 170 funds tracked by Wall St. Rank hold CSW as of Q4 2019.

  • Fieldpoint Private Securities reported no remaining CSW Industrials position as of Q4 2019 after selling out during the quarter.
  • Fieldpoint Private Securities sold 79 CSW Industrials shares in Q4 2019, an estimated $5K.
  • Fieldpoint Private Securities first reported a position in CSW Industrials in Q3 2017 and held it in 3 quarters.
  • Fieldpoint Private Securities's CSW Industrials position peaked at $20K in Q2 2019.
  • 170 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2019.

Based on Fieldpoint Private Securities's 13F filing for Q4 2019, filed 10 Feb 2020.