PP
CSW

Paloma Partners’s CSW Industrials CSW Stock Holding History

Paloma Partners’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
Q4 		– Sell
-5,627
Closed -$435K – 1743
2020
Q3 		$435K Buy
5,627
+1,119
+25% +$81.1K 0.02% 1255
2020
Q2 		$311K Buy
+4,508
New +$304K 0.01% 1456
2019
Q4 		– Sell
-5,852
Closed -$404K – 2208
2019
Q3 		$404K Buy
+5,852
New +$404K 0.01% 1325
2019
Q2 		– Sell
-5,200
Closed -$298K – 1804
2019
Q1 		$298K Buy
+5,200
New +$281K 0.01% 1319

Other funds holding CSW

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return