SAG
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Sterne Agee Group’s Carlisle Companies CSL Stock Holding History

Sterne Agee Group’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
2013
Q4 		– Sell
-4,000
Closed -$281K – 225
2013
Q3 		$281K Hold
4,000
– – 0.11% 190
2013
Q2 		$249K Buy
+4,000
New +$262K 0.09% 213

Other funds holding CSL

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sterne Agee Group's CSL Position: Q4 2013 in Review

Sterne Agee Group sold out of Carlisle Companies (CSL) in Q4 2013, closing a stake of 4,000 shares — an estimated $281K sold.

Sterne Agee Group first reported a position in CSL in Q2 2013 and held it in 2 quarters. The position peaked at $281K in Q3 2013. 248 funds tracked by Wall St. Rank hold CSL as of Q4 2013.

  • Sterne Agee Group reported no remaining Carlisle Companies position as of Q4 2013 after selling out during the quarter.
  • Sterne Agee Group sold 4,000 Carlisle Companies shares in Q4 2013, an estimated $281K.
  • Sterne Agee Group first reported a position in Carlisle Companies in Q2 2013 and held it in 2 quarters.
  • Sterne Agee Group's Carlisle Companies position peaked at $281K in Q3 2013.
  • 248 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2013.

Based on Sterne Agee Group's 13F filing for Q4 2013, filed 18 Feb 2014.