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Simplicity Solutions’s Carriage Services CSV Stock Holding History

Simplicity Solutions’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
2016
Q1 		– Sell
-35,666
Closed -$860K – 260
2015
Q4 		$860K Buy
+35,666
New +$832K 0.1% 291

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Simplicity Solutions's CSV Position: Q1 2016 in Review

Simplicity Solutions sold out of Carriage Services (CSV) in Q1 2016, closing a stake of 35,666 shares — an estimated $860K sold.

Simplicity Solutions first reported a position in CSV in Q4 2015 and held it in 1 quarter. The position peaked at $860K in Q4 2015. 107 funds tracked by Wall St. Rank hold CSV as of Q1 2016.

  • Simplicity Solutions reported no remaining Carriage Services position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 35,666 Carriage Services shares in Q1 2016, an estimated $860K.
  • Simplicity Solutions first reported a position in Carriage Services in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's Carriage Services position peaked at $860K in Q4 2015.
  • 107 funds tracked by Wall St. Rank held Carriage Services as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.