PFG
CRS icon

Piershale Financial Group’s Carpenter Technology CRS Stock Holding History

Piershale Financial Group’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$8K – 41
2016
Q3 		$8K Hold
200
– – 0.01% 100
2016
Q2 		$7K Hold
200
– – 0.01% 100
2016
Q1 		$7K Buy
+200
New +$5.89K ﹤0.01% 93

Other funds holding CRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Piershale Financial Group's CRS Position: Q4 2016 in Review

Piershale Financial Group sold out of Carpenter Technology (CRS) in Q4 2016, closing a stake of 200 shares — an estimated $8K sold.

Piershale Financial Group first reported a position in CRS in Q1 2016 and held it in 3 quarters. The position peaked at $8K in Q3 2016. 192 funds tracked by Wall St. Rank hold CRS as of Q4 2016.

  • Piershale Financial Group reported no remaining Carpenter Technology position as of Q4 2016 after selling out during the quarter.
  • Piershale Financial Group sold 200 Carpenter Technology shares in Q4 2016, an estimated $8K.
  • Piershale Financial Group first reported a position in Carpenter Technology in Q1 2016 and held it in 3 quarters.
  • Piershale Financial Group's Carpenter Technology position peaked at $8K in Q3 2016.
  • 192 funds tracked by Wall St. Rank held Carpenter Technology as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.