SeaCrest Wealth Management’s Carlisle Companies CSL Stock Holding History

SeaCrest Wealth Management’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 Q2	–	Sell	-18	Closed	-$2K	–	789
2019 Q1	$2K	Hold	18	–	–	﹤0.01%	1907
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	1894
2018 Q3	$2K	Hold	18	–	–	﹤0.01%	2045
2018 Q2	$2K	Hold	18	–	–	﹤0.01%	1989
2018 Q1	$2K	Hold	18	–	–	﹤0.01%	1965
2017 Q4	$2K	Buy	+18	New	+$1.96K	﹤0.01%	1983

Other funds holding CSL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SeaCrest Wealth Management's CSL Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Carlisle Companies (CSL) in Q2 2019, closing a stake of 18 shares — an estimated $2K sold.

SeaCrest Wealth Management first reported a position in CSL in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 394 funds tracked by Wall St. Rank hold CSL as of Q2 2019.

SeaCrest Wealth Management reported no remaining Carlisle Companies position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 18 Carlisle Companies shares in Q2 2019, an estimated $2K.
SeaCrest Wealth Management first reported a position in Carlisle Companies in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Carlisle Companies position peaked at $2K in Q1 2019.
394 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.