One Wealth Advisors’s CSW Industrials CSW Stock Holding History

One Wealth Advisors’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
2020 Q1	–	Sell	-3,086	Closed	-$238K	–	100
2019 Q4	$238K	Buy	+3,086	New	+$222K	0.18%	87

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

One Wealth Advisors's CSW Position: Q1 2020 in Review

One Wealth Advisors sold out of CSW Industrials (CSW) in Q1 2020, closing a stake of 3,086 shares — an estimated $238K sold.

One Wealth Advisors first reported a position in CSW in Q4 2019 and held it in 1 quarter. The position peaked at $238K in Q4 2019. 162 funds tracked by Wall St. Rank hold CSW as of Q1 2020.

One Wealth Advisors reported no remaining CSW Industrials position as of Q1 2020 after selling out during the quarter.
One Wealth Advisors sold 3,086 CSW Industrials shares in Q1 2020, an estimated $238K.
One Wealth Advisors first reported a position in CSW Industrials in Q4 2019 and held it in 1 quarter.
One Wealth Advisors's CSW Industrials position peaked at $238K in Q4 2019.
162 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2020.

Based on One Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.