Plante Moran Financial Advisors’s Carlisle Companies CSL Stock Holding History

Plante Moran Financial Advisors’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
2016 Q4	–	Sell	-100	Closed	-$10K	–	975
2016 Q3	$10K	Hold	100	–	–	0.01%	594
2016 Q2	$11K	Hold	100	–	–	0.01%	513
2016 Q1	$10K	Hold	100	–	–	0.01%	484
2015 Q4	$9K	Hold	100	–	–	0.01%	590
2015 Q3	$9K	Hold	100	–	–	0.01%	490
2015 Q2	$10K	Hold	100	–	–	0.01%	522
2015 Q1	$9K	Hold	100	–	–	0.01%	526
2014 Q4	$9K	Hold	100	–	–	0.01%	555
2014 Q3	$8K	Hold	100	–	–	0.01%	583
2014 Q2	$9K	Hold	100	–	–	0.01%	559
2014 Q1	$8K	Buy	+100	New	+$7.77K	0.01%	401

Other funds holding CSL

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Plante Moran Financial Advisors's CSL Position: Q4 2016 in Review

Plante Moran Financial Advisors sold out of Carlisle Companies (CSL) in Q4 2016, closing a stake of 100 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in CSL in Q1 2014 and held it in 11 quarters. The position peaked at $11K in Q2 2016. 368 funds tracked by Wall St. Rank hold CSL as of Q4 2016.

Plante Moran Financial Advisors reported no remaining Carlisle Companies position as of Q4 2016 after selling out during the quarter.
Plante Moran Financial Advisors sold 100 Carlisle Companies shares in Q4 2016, an estimated $10K.
Plante Moran Financial Advisors first reported a position in Carlisle Companies in Q1 2014 and held it in 11 quarters.
Plante Moran Financial Advisors's Carlisle Companies position peaked at $11K in Q2 2016.
368 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.