Joel Isaacson & Co’s CSW Industrials CSW Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-1,000	Closed	-$37K	–	254
2016 Q4	$37K	Buy	+1,000	New	+$34K	0.01%	341

Other funds holding CSW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Joel Isaacson & Co's CSW Position: Q1 2017 in Review

Joel Isaacson & Co sold out of CSW Industrials (CSW) in Q1 2017, closing a stake of 1,000 shares — an estimated $37K sold.

Joel Isaacson & Co first reported a position in CSW in Q4 2016 and held it in 1 quarter. The position peaked at $37K in Q4 2016. 92 funds tracked by Wall St. Rank hold CSW as of Q1 2017.

Joel Isaacson & Co reported no remaining CSW Industrials position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 1,000 CSW Industrials shares in Q1 2017, an estimated $37K.
Joel Isaacson & Co first reported a position in CSW Industrials in Q4 2016 and held it in 1 quarter.
Joel Isaacson & Co's CSW Industrials position peaked at $37K in Q4 2016.
92 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.