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Freedom Investment Management’s Carriage Services CSV Stock Holding History

Freedom Investment Management’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
-15,962
Closed -$441K – 985
2018
Q1 		$441K Buy
15,962
+99
+0.6% +$2.68K 0.02% 680
2017
Q4 		$408K Buy
15,863
+1,070
+7% +$27.3K 0.02% 724
2017
Q3 		$379K Sell
14,793
-1,922
-11% -$48.1K 0.02% 724
2017
Q2 		$451K Sell
16,715
-4,388
-21% -$118K 0.03% 608
2017
Q1 		$572K Buy
21,103
+1,277
+6% +$34.2K 0.03% 501
2016
Q4 		$568K Buy
19,826
+5,947
+43% +$154K 0.04% 439
2016
Q3 		$328K Sell
13,879
-600
-4% -$14.2K 0.02% 591
2016
Q2 		$343K Buy
14,479
+506
+4% +$11.6K 0.02% 540
2016
Q1 		$302K Sell
13,973
-717
-5% -$15.3K 0.02% 554
2015
Q4 		$354K Buy
14,690
+3,309
+29% +$77.2K 0.03% 504
2015
Q3 		$121K Buy
11,381
+2,504
+28% +$57.4K 0.01% 648
2015
Q2 		$212K Sell
8,877
-87
-1% -$2.12K 0.02% 620
2015
Q1 		$214K Buy
+8,964
New +$203K 0.02% 574

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $13.3B AUM 29.38% 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 $1.67B AUM 35.09% 1-Year Est. Return

Freedom Investment Management's CSV Position: Q2 2018 in Review

Freedom Investment Management sold out of Carriage Services (CSV) in Q2 2018, closing a stake of 15,962 shares — an estimated $441K sold.

Freedom Investment Management first reported a position in CSV in Q1 2015 and held it in 13 quarters. The position peaked at $572K in Q1 2017. 119 funds tracked by Wall St. Rank hold CSV as of Q2 2018.

  • Freedom Investment Management reported no remaining Carriage Services position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 15,962 Carriage Services shares in Q2 2018, an estimated $441K.
  • Freedom Investment Management first reported a position in Carriage Services in Q1 2015 and held it in 13 quarters.
  • Freedom Investment Management's Carriage Services position peaked at $572K in Q1 2017.
  • 119 funds tracked by Wall St. Rank held Carriage Services as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.