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Jaffetilchin Investment Partners’s Carlisle Companies CSL Stock Holding History

Jaffetilchin Investment Partners’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
2017
Q3 		– Sell
-3,038
Closed -$290K – 286
2017
Q2 		$290K Buy
+3,038
New +$307K 0.1% 182
2016
Q3 		– Sell
-6,621
Closed -$700K – 229
2016
Q2 		$700K Buy
+6,621
New +$672K 0.21% 75
2016
Q1 		– Sell
-3,592
Closed -$319K – 193
2015
Q4 		$319K Buy
+3,592
New +$318K 0.1% 144

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jaffetilchin Investment Partners's CSL Position: Q3 2017 in Review

Jaffetilchin Investment Partners sold out of Carlisle Companies (CSL) in Q3 2017, closing a stake of 3,038 shares — an estimated $290K sold.

Jaffetilchin Investment Partners first reported a position in CSL in Q4 2015 and held it in 3 quarters. The position peaked at $700K in Q2 2016. 342 funds tracked by Wall St. Rank hold CSL as of Q3 2017.

  • Jaffetilchin Investment Partners reported no remaining Carlisle Companies position as of Q3 2017 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 3,038 Carlisle Companies shares in Q3 2017, an estimated $290K.
  • Jaffetilchin Investment Partners first reported a position in Carlisle Companies in Q4 2015 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Carlisle Companies position peaked at $700K in Q2 2016.
  • 342 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2017.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2017, filed 3 Nov 2017.