Intrua Financial’s CSW Industrials CSW Stock Holding History

Intrua Financial’s Portfolio CSW Stock Details CSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,856	Closed	-$290K	–	210
2020 Q2	$290K	Buy	+3,856	New	+$260K	0.11%	183

Other funds holding CSW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Intrua Financial's CSW Position: Q3 2020 in Review

Intrua Financial sold out of CSW Industrials (CSW) in Q3 2020, closing a stake of 3,856 shares — an estimated $290K sold.

Intrua Financial first reported a position in CSW in Q2 2020 and held it in 1 quarter. The position peaked at $290K in Q2 2020. 157 funds tracked by Wall St. Rank hold CSW as of Q3 2020.

Intrua Financial reported no remaining CSW Industrials position as of Q3 2020 after selling out during the quarter.
Intrua Financial sold 3,856 CSW Industrials shares in Q3 2020, an estimated $290K.
Intrua Financial first reported a position in CSW Industrials in Q2 2020 and held it in 1 quarter.
Intrua Financial's CSW Industrials position peaked at $290K in Q2 2020.
157 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2020.

Based on Intrua Financial's 13F filing for Q3 2020, filed 16 Nov 2020.