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Glenmede Trust’s CSP Inc CSPI Stock Holding History

Glenmede Trust’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-666
Closed -$4K – 2472
2020
Q1 		$4K Hold
666
– – ﹤0.01% 2708
2019
Q4 		$4K Hold
666
– – ﹤0.01% 2708
2019
Q3 		$4 Buy
+666
New +$4.58K ﹤0.01% 2689

Other funds holding CSPI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AFA
Atlanta Financial Associates Atlanta, Georgia $214M AUM 32.7% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Glenmede Trust's CSPI Position: Q2 2020 in Review

Glenmede Trust sold out of CSP Inc (CSPI) in Q2 2020, closing a stake of 666 shares — an estimated $4K sold.

Glenmede Trust first reported a position in CSPI in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 18 funds tracked by Wall St. Rank hold CSPI as of Q2 2020.

  • Glenmede Trust reported no remaining CSP Inc position as of Q2 2020 after selling out during the quarter.
  • Glenmede Trust sold 666 CSP Inc shares in Q2 2020, an estimated $4K.
  • Glenmede Trust first reported a position in CSP Inc in Q3 2019 and held it in 3 quarters.
  • Glenmede Trust's CSP Inc position peaked at $4K in Q1 2020.
  • 18 funds tracked by Wall St. Rank held CSP Inc as of Q2 2020.

Based on Glenmede Trust's 13F filing for Q2 2020, filed 14 Aug 2020.