FGAM
CSW

Financial Gravity Asset Management’s CSW Industrials CSW Stock Holding History

Financial Gravity Asset Management’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
-18
Closed -$1K – 1431
2019
Q3 		$1K Buy
18
+4
+29% +$276 ﹤0.01% 1001
2019
Q2 		$1K Buy
+14
New +$875 ﹤0.01% 1022

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 $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Financial Gravity Asset Management's CSW Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of CSW Industrials (CSW) in Q4 2019, closing a stake of 18 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in CSW in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 170 funds tracked by Wall St. Rank hold CSW as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining CSW Industrials position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 18 CSW Industrials shares in Q4 2019, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in CSW Industrials in Q2 2019 and held it in 2 quarters.
  • Financial Gravity Asset Management's CSW Industrials position peaked at $1K in Q3 2019.
  • 170 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.