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Stifel Trust’s Carlisle Companies CSL Stock Holding History

Stifel Trust’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
2014
Q3 		$5K Hold
53
– – ﹤0.01% 472
2014
Q2 		$5K Hold
53
– – ﹤0.01% 413
2014
Q1 		$5K Hold
53
– – ﹤0.01% 435
2013
Q4 		$5K Hold
53
– – ﹤0.01% 421
2013
Q3 		$4K Hold
53
– – ﹤0.01% 438
2013
Q2 		$4K Buy
+53
New +$3.47K ﹤0.01% 436

Other funds holding CSL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stifel Trust's CSL Position: Q3 2014 in Review

Stifel Trust held its Carlisle Companies (CSL) position steady in Q3 2014 at 53 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Stifel Trust first reported a position in CSL in Q2 2013 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold CSL as of Q3 2014.

  • Stifel Trust held 53 shares of Carlisle Companies worth $5K as of Q3 2014.
  • Stifel Trust left its Carlisle Companies share count unchanged in Q3 2014.
  • Carlisle Companies made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #472 holding.
  • Stifel Trust first reported a position in Carlisle Companies in Q2 2013 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.