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Stevens First Principles Investment Advisors’s Carlisle Companies CSL Stock Holding History

Stevens First Principles 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
2015
Q3 		– Sell
-400
Closed -$40K – 198
2015
Q2 		$40K Buy
+400
New +$39.2K 0.03% 144

Other funds holding CSL

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stevens First Principles Investment Advisors's CSL Position: Q3 2015 in Review

Stevens First Principles Investment Advisors sold out of Carlisle Companies (CSL) in Q3 2015, closing a stake of 400 shares — an estimated $40K sold.

Stevens First Principles Investment Advisors first reported a position in CSL in Q2 2015 and held it in 1 quarter. The position peaked at $40K in Q2 2015. 303 funds tracked by Wall St. Rank hold CSL as of Q3 2015.

  • Stevens First Principles Investment Advisors reported no remaining Carlisle Companies position as of Q3 2015 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 400 Carlisle Companies shares in Q3 2015, an estimated $40K.
  • Stevens First Principles Investment Advisors first reported a position in Carlisle Companies in Q2 2015 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's Carlisle Companies position peaked at $40K in Q2 2015.
  • 303 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.