SCA
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Secor Capital Advisors’s Carriage Services CSV Stock Holding History

Secor Capital Advisors’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-20,460
Closed -$441K – 485
2018
Q3 		$441K Buy
+20,460
New +$481K 0.05% 331

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Secor Capital Advisors's CSV Position: Q4 2018 in Review

Secor Capital Advisors sold out of Carriage Services (CSV) in Q4 2018, closing a stake of 20,460 shares — an estimated $441K sold.

Secor Capital Advisors first reported a position in CSV in Q3 2018 and held it in 1 quarter. The position peaked at $441K in Q3 2018. 112 funds tracked by Wall St. Rank hold CSV as of Q4 2018.

  • Secor Capital Advisors reported no remaining Carriage Services position as of Q4 2018 after selling out during the quarter.
  • Secor Capital Advisors sold 20,460 Carriage Services shares in Q4 2018, an estimated $441K.
  • Secor Capital Advisors first reported a position in Carriage Services in Q3 2018 and held it in 1 quarter.
  • Secor Capital Advisors's Carriage Services position peaked at $441K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Carriage Services as of Q4 2018.

Based on Secor Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.