FCAG
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First Capital Advisors Group’s Carriage Services CSV Stock Holding History

First Capital Advisors Group’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-657
Closed -$18K – 296
2018
Q1 		$18K Buy
+657
New +$17.8K 0.01% 451

Other funds holding CSV

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

First Capital Advisors Group's CSV Position: Q2 2018 in Review

First Capital Advisors Group sold out of Carriage Services (CSV) in Q2 2018, closing a stake of 657 shares — an estimated $18K sold.

First Capital Advisors Group first reported a position in CSV in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 120 funds tracked by Wall St. Rank hold CSV as of Q2 2018.

  • First Capital Advisors Group reported no remaining Carriage Services position as of Q2 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 657 Carriage Services shares in Q2 2018, an estimated $18K.
  • First Capital Advisors Group first reported a position in Carriage Services in Q1 2018 and held it in 1 quarter.
  • First Capital Advisors Group's Carriage Services position peaked at $18K in Q1 2018.
  • 120 funds tracked by Wall St. Rank held Carriage Services as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.