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Obermeyer Wealth Partners’s Carlisle Companies CSL Stock Holding History

Obermeyer Wealth 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
2015
Q1 		– Sell
-10,344
Closed -$933K – 142
2014
Q4 		$933K Buy
+10,344
New +$894K 0.08% 74

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State Street
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Obermeyer Wealth Partners's CSL Position: Q1 2015 in Review

Obermeyer Wealth Partners sold out of Carlisle Companies (CSL) in Q1 2015, closing a stake of 10,344 shares — an estimated $933K sold.

Obermeyer Wealth Partners first reported a position in CSL in Q4 2014 and held it in 1 quarter. The position peaked at $933K in Q4 2014. 273 funds tracked by Wall St. Rank hold CSL as of Q1 2015.

  • Obermeyer Wealth Partners reported no remaining Carlisle Companies position as of Q1 2015 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 10,344 Carlisle Companies shares in Q1 2015, an estimated $933K.
  • Obermeyer Wealth Partners first reported a position in Carlisle Companies in Q4 2014 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Carlisle Companies position peaked at $933K in Q4 2014.
  • 273 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2015.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2015, filed 13 May 2015.