Financial Architects (New Jersey)’s Carlisle Companies CSL Stock Holding History

Financial Architects (New Jersey)’s Portfolio CSL Stock Details CSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-213	Closed	-$26K	–	1249
2019 Q1	$26K	Sell	213 -35	-14%	-$4.04K	﹤0.01%	805
2018 Q4	$25K	Hold	248	–	–	﹤0.01%	741
2018 Q3	$30K	Sell	248 -102	-29%	-$12.5K	﹤0.01%	803
2018 Q2	$38K	Sell	350 -3	-0.8%	-$318	0.01%	637
2018 Q1	$37K	Sell	353 -63	-15%	-$6.91K	0.01%	696
2017 Q4	$47K	Sell	416 -37	-8%	-$4.04K	0.01%	708
2017 Q3	$45K	Sell	453 -7	-2%	-$678	0.01%	716
2017 Q2	$44K	Buy	460 +87	+23%	+$8.79K	0.01%	714
2017 Q1	$40K	Sell	373 -51	-12%	-$5.47K	0.01%	727
2016 Q4	$47K	Sell	424 -4	-0.9%	-$437	0.01%	580
2016 Q3	$44K	Hold	428	–	–	0.01%	605
2016 Q2	$45K	Buy	+428	New	+$43.5K	0.01%	554

Other funds holding CSL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Financial Architects (New Jersey)'s CSL Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Carlisle Companies (CSL) in Q2 2019, closing a stake of 213 shares — an estimated $26K sold.

Financial Architects (New Jersey) first reported a position in CSL in Q2 2016 and held it in 12 quarters. The position peaked at $47K in Q4 2017. 394 funds tracked by Wall St. Rank hold CSL as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Carlisle Companies position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 213 Carlisle Companies shares in Q2 2019, an estimated $26K.
Financial Architects (New Jersey) first reported a position in Carlisle Companies in Q2 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s Carlisle Companies position peaked at $47K in Q4 2017.
394 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.