JFA
CSL icon

JNBA Financial Advisors’s Carlisle Companies CSL Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-38
Closed -$4K – 673
2016
Q3 		$4K Buy
+38
New +$3.97K ﹤0.01% 1279

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JNBA Financial Advisors's CSL Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Carlisle Companies (CSL) in Q4 2016, closing a stake of 38 shares — an estimated $4K sold.

JNBA Financial Advisors first reported a position in CSL in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 368 funds tracked by Wall St. Rank hold CSL as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Carlisle Companies position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 38 Carlisle Companies shares in Q4 2016, an estimated $4K.
  • JNBA Financial Advisors first reported a position in Carlisle Companies in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Carlisle Companies position peaked at $4K in Q3 2016.
  • 368 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.