FAN
CRS icon

Financial Advisors Network’s Carpenter Technology CRS Stock Holding History

Financial Advisors Network’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
2017
Q1 		– Sell
-35
Closed -$1.4K – 166
2016
Q4 		$1.4K Buy
+35
New +$1.3K ﹤0.01% 471

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Financial Advisors Network's CRS Position: Q1 2017 in Review

Financial Advisors Network sold out of Carpenter Technology (CRS) in Q1 2017, closing a stake of 35 shares — an estimated $1.4K sold.

Financial Advisors Network first reported a position in CRS in Q4 2016 and held it in 1 quarter. The position peaked at $1.4K in Q4 2016. 197 funds tracked by Wall St. Rank hold CRS as of Q1 2017.

  • Financial Advisors Network reported no remaining Carpenter Technology position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 35 Carpenter Technology shares in Q1 2017, an estimated $1.4K.
  • Financial Advisors Network first reported a position in Carpenter Technology in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's Carpenter Technology position peaked at $1.4K in Q4 2016.
  • 197 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.