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 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

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

FMI

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Personal Financial Services's CSL Position: Q2 2018 in Review

First Personal Financial Services sold out of Carlisle Companies (CSL) in Q2 2018, closing a stake of 293 shares — an estimated $31K sold.

First Personal Financial Services first reported a position in CSL in Q2 2016 and held it in 8 quarters. The position peaked at $80K in Q4 2017. 355 funds tracked by Wall St. Rank hold CSL as of Q2 2018.

First Personal Financial Services reported no remaining Carlisle Companies position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 293 Carlisle Companies shares in Q2 2018, an estimated $31K.
First Personal Financial Services first reported a position in Carlisle Companies in Q2 2016 and held it in 8 quarters.
First Personal Financial Services's Carlisle Companies position peaked at $80K in Q4 2017.
355 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.