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P.J. Schmidt Investment Management (PJS)’s Carlisle Companies CSL Stock Holding History

P.J. Schmidt Investment Management (PJS)’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
2013
Q3 		– Sell
-3,476
Closed -$217K – 118
2013
Q2 		$217K Buy
+3,476
New +$227K 0.1% 100

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s CSL Position: Q3 2013 in Review

P.J. Schmidt Investment Management (PJS) sold out of Carlisle Companies (CSL) in Q3 2013, closing a stake of 3,476 shares — an estimated $217K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in CSL in Q2 2013 and held it in 1 quarter. The position peaked at $217K in Q2 2013. 246 funds tracked by Wall St. Rank hold CSL as of Q3 2013.

  • P.J. Schmidt Investment Management (PJS) reported no remaining Carlisle Companies position as of Q3 2013 after selling out during the quarter.
  • P.J. Schmidt Investment Management (PJS) sold 3,476 Carlisle Companies shares in Q3 2013, an estimated $217K.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Carlisle Companies in Q2 2013 and held it in 1 quarter.
  • P.J. Schmidt Investment Management (PJS)'s Carlisle Companies position peaked at $217K in Q2 2013.
  • 246 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2013.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q3 2013, filed 29 Oct 2013.