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First Personal Financial Services’s Carlisle Companies CSL Stock Holding History

First Personal Financial Services’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
2018
Q2 		– Sell
-293
Closed -$31K – 720
2018
Q1 		$31K Sell
293
-412
-58% -$45.2K 0.01% 539
2017
Q4 		$80K Buy
705
+48
+7% +$5.24K 0.02% 374
2017
Q3 		$66K Sell
657
-61
-8% -$5.91K 0.01% 377
2017
Q2 		$68K Buy
718
+19
+3% +$1.92K 0.01% 362
2017
Q1 		$74K Hold
699
– – 0.02% 326
2016
Q4 		$77K Buy
699
+24
+4% +$2.62K 0.02% 315
2016
Q3 		$69K Buy
675
+20
+3% +$2.09K 0.02% 239
2016
Q2 		$69K Buy
+655
New +$66.5K 0.02% 230

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return