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Legacy Financial Advisors’s Carlisle Companies CSL Stock Holding History

Legacy 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
2019
Q2 		– Sell
-14
Closed -$2K – 296
2019
Q1 		$2K Buy
+14
New +$1.62K ﹤0.01% 890

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ACM
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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Harris Associates
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AllianceBernstein
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Legacy Financial Advisors's CSL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Carlisle Companies (CSL) in Q2 2019, closing a stake of 14 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in CSL in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 394 funds tracked by Wall St. Rank hold CSL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Carlisle Companies position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 14 Carlisle Companies shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in Carlisle Companies in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Carlisle Companies position peaked at $2K in Q1 2019.
  • 394 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.