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Lenox Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Lenox Wealth 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
Q1 		– Sell
-10
Closed -$1K – 286
2015
Q4 		$1K Buy
+10
New +$885 ﹤0.01% 386
2014
Q1 		– Sell
-28
Closed -$2K – 220
2013
Q4 		$2K Buy
+28
New +$2.06K ﹤0.01% 295

Other funds holding CSL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lenox Wealth Advisors's CSL Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Carlisle Companies (CSL) in Q1 2016, closing a stake of 10 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in CSL in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 320 funds tracked by Wall St. Rank hold CSL as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Carlisle Companies position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 10 Carlisle Companies shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Carlisle Companies in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's Carlisle Companies position peaked at $2K in Q4 2013.
  • 320 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.