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Realta Investment Advisors’s Carlisle Companies CSL Stock Holding History

Realta Investment 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
2019
Q4 		– Sell
-3,956
Closed -$576K – 1603
2019
Q3 		$576K Buy
+3,956
New +$556K 0.16% 157

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ACM
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Wells Fargo
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Realta Investment Advisors's CSL Position: Q4 2019 in Review

Realta Investment Advisors sold out of Carlisle Companies (CSL) in Q4 2019, closing a stake of 3,956 shares — an estimated $576K sold.

Realta Investment Advisors first reported a position in CSL in Q3 2019 and held it in 1 quarter. The position peaked at $576K in Q3 2019. 424 funds tracked by Wall St. Rank hold CSL as of Q4 2019.

  • Realta Investment Advisors reported no remaining Carlisle Companies position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 3,956 Carlisle Companies shares in Q4 2019, an estimated $576K.
  • Realta Investment Advisors first reported a position in Carlisle Companies in Q3 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Carlisle Companies position peaked at $576K in Q3 2019.
  • 424 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.