FAAS
CSE

First Allied Advisory Services’s CAPITALSOURCE INC CSE Stock Holding History

First Allied Advisory Services’s Portfolio CSE Stock Details CSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-13,220
Closed -$124K – 1080
2013
Q2 		$124K Buy
+13,220
New +$123K 0.01% 893

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Lord, Abbett & Co
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
WIC
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First Allied Advisory Services's CSE Position: Q3 2013 in Review

First Allied Advisory Services sold out of CAPITALSOURCE INC (CSE) in Q3 2013, closing a stake of 13,220 shares — an estimated $124K sold.

First Allied Advisory Services first reported a position in CSE in Q2 2013 and held it in 1 quarter. The position peaked at $124K in Q2 2013. 169 funds tracked by Wall St. Rank hold CSE as of Q3 2013.

  • First Allied Advisory Services reported no remaining CAPITALSOURCE INC position as of Q3 2013 after selling out during the quarter.
  • First Allied Advisory Services sold 13,220 CAPITALSOURCE INC shares in Q3 2013, an estimated $124K.
  • First Allied Advisory Services first reported a position in CAPITALSOURCE INC in Q2 2013 and held it in 1 quarter.
  • First Allied Advisory Services's CAPITALSOURCE INC position peaked at $124K in Q2 2013.
  • 169 funds tracked by Wall St. Rank held CAPITALSOURCE INC as of Q3 2013.

Based on First Allied Advisory Services's 13F filing for Q3 2013, filed 7 Nov 2013.